Retirement

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.

Benefits are based on how much someone earns in their top 35 working years. So if there are fewer years in someone's career, their monthly retirement checks will be lower. Check out the other reasons clients could receive less.

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.

Virtual reality is making a comeback, and this time, fintech experts say it will find its place as a tool for advisors to help clients engage with their finances.

"I'm not right for you," along with other surprising things I tell clients.

Investment advisors and broker dealers have different “relationship models” with clients, the chairman says.

Working longer can be a great decision, as it will allow seniors to keep themselves healthy as well as allow them to delay filing for Social Security benefits.

The ruling scuttles the state AGs' bid to win reconsideration of the DoL’s regulation.

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

What should advisors expect from the upcoming regulation?

The platform provider is pushing the concept hard, but early reviews are mixed.