Retirement

It's important for advisors to develop a relationship with both spouses from the outset, long before an unexpected death.

Decisions granting a stay during industry lawsuits challenging the regulation point to a high bar of judicial scrutiny.

What happens when a client loses their sense of purpose and identity when they choose to retire?

Unsurprisingly, six of the top 10 costliest destinations are in California.

Opponents of the new regulation won a legal victory in a ruling that places it in a stay during their lawsuit challenging the legality of the changes to ERISA.

By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families.

Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

Firms operating in areas where groups who live either partially or completely separately from the rest of society — including the Amish, Mennonites and Orthodox Jews — have stepped in to serve their members.

These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs.

Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?

Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.

If those savings in defined contribution plans are offset by debt, employees may find themselves worse off than when they started.

If that prediction holds, it will be the latest in a trend of falling cost of living adjustments in recent years.

Low-interest debt backed by an asset can be good, but high-interest, unsecured credit cards are not; however, reducing high-interest credit card debt should be prioritized.

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

Retirement advisors' confidence in the economy broke even in July, but a closer look shows rising anxiety.

A retiree in New York could pay off her debts in one lump sum. But is that the smartest move?

New advisor tech provider is expanding its recently launched platform built for advisors to manage portfolios specifically for private business owners.

The news on retirement isn't all bad. Last year Americans saved more in their 401(k)s than ever before, according to new research from Vanguard.

Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.