Retirement

President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?

A government watchdog reports that Labor Department regulations haven't made much of an impact on the levels of disclosure and comprehension.

Two new ETFs, the FIRE Funds Wealth Builder ETF (FIRS) and FIRE Funds Income Target ETF (FIRI), cater to the growing FIRE movement.

In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.

As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.

As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

A recent FINRA Investor Education Foundation report, "How Gen X Compares Financially to Other Generations: Doing Alright but Feeling Bad," found few born between 1965 and 1980 reported positive feelings about their financial situation.

The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.

Sales were mostly flat until 2020. Over the past four years though, they've nearly doubled.

The amount individuals can contribute to 401(k)s in 2025 has increased by $500 to $23,500, but the IRA limit remains $7,000.

Its backers should file a lawsuit based on the "very flimsy" exemption for prohibited transactions enabling annuity sales under current rules, an expert says.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.

Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.

FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.

With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.