Retirement

The firms are seeking to tap into the growing demand for ethical investing.

Contrary to what many people think, Social Security will continue to pay benefit payouts to future retirees even after the program exhausts its trust funds by 2034, says expert.

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

A portion of retirees’ Social Security benefits may be taxed at the federal level if their combined income exceeds a certain limit.

Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario isn't even possible until long after you’re dead.

Cory Redding couldn't retire after the 2014 season and played another year to recoup some of his losses.

Because next year will be too late.

One may have lots of disposable income, while the other may have to rely on taxable distributions.

More than half of the country's top housing markets are considered overvalued.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.

We have multiple goals in life and should be able to handle short-term debts and long-term goals without sacrificing one for the other, says an expert.

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.