Retirement

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.

Once the asset reserves of the twin trust funds become depleted, 79% of the benefits would be payable from the funds’ projected income at that time.

The gig economy ushered in a new way of working, which in turn has ushered in a new way of retiring.

Advisors share client anecdotes that made them stop and say “huh?”

Nearly three-in-four advisors (73%) do not have a succession plan in place.

The health-care program for the elderly and disabled covers about 58 million Americans.

About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.

A social media firestorm over how much 30-somethings should save for retirement highlights the gap between what they need from wealth management and what they are offered.

Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.

Advisors should coach their clients not only on their finances, but on health care options, as well.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

Wealth management allows veterans the chance to help each other in a meaningful way.