Retirement

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

The years between 60 and 70 present a great opportunity for seniors to make financial moves to protect their retirement savings.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

Older couples should determine whether they are physically ready for the task, as moving can be stressful for people of advanced age.

The business could fetch as much as $1 billion, sources say.

A typical Social Security payment is likely to cover basic costs in these areas.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

People are innately drawn to be a part of something special.

A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.

Deductions for alimony payments will no longer be available Dec. 31.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.

They’ve been waiting for things to get better — but they haven't.

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

With two months left in 2018, clients can still take advantage of these tax hacks.

Traditional planning strategies will become obsolete.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.