Retirement

A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.

After stellar performance in a hectic decade, advisors home in on these funds.

Younger investors may see the market's swing as just another fluctuation in the market, while assuming that time is on their side. Older investors, on the other hand, may be far more stressed.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

The number of accounts with $1 million or more increased to 150,000 in the fourth quarter of 2017 from 93,000 recorded in the same quarter the year before.

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

The revamped toolset includes financial planning software and fraud and identity theft protection.

Commission prioritizes retail investors as OCIE issues its must-read compliance letter.

Investors are advised to liquidate some assets or transfer them to certificates of deposit and money market funds.

I told clients they need a plan. Turns out, I needed one, too.

As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.

Claiming above-the-line tax write-offs doubles the standard deduction.

Moving to a retirement community is a great option for seniors if they don't have enough support from family and friends and they have a sizeable nest egg to finance such an arrangement.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

Even if those assets are used to pay for nonmedical expenses, an HSA can still be ahead of a 401(k) plan or an IRA.

Solid financial planning is a key component in helping demystify these government programs.

It’s time to broaden our understanding — and assessment — of risk composure.

Clients have a hundred—if not a thousand—possible options to consider when claiming Social Security benefits.

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.