Retirement

Financial advisors can create welcoming spaces, understand family structures, be thorough with paperwork and maximize savings.

Vanguard found that baby boomers' retirement outlook has improved, and here's why.

Here's a smart way to add long-lasting value to your client relationships.

Without government intervention, it's estimated that Medicare funds will run out by 2036.

High-earning participants in the expanding universe of retirement plans offer a wellspring of potential clients for firms and advisors.

The questioning of expert witnesses quickly unraveled into charges of "BS" and unexpected baseball references.

For more than half of U.S. households, retirement isn't a finish line. It's just a different phase of the marathon.

The 2022 retirement law aims to help workers pay off their student debts and save for retirement. Can it do both? It's complicated.

The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.

There's a new method of counting defined contribution retirement plan participants that can make a big difference for clients.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

Homeownership among Asian American and Pacific Islanders is at an all-time high, but they face unique obstacles that financial planners must take into account.

At least 17 Republicans and one Democrat, Sen. Joe Manchin of West Virginia, have signed onto a joint resolution under the Congressional Review Act.

Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach.

Three regulatory amendments that are attached to the new "retirement security rule" display the stakes of the legal challenge already brewing in court.

There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?

Many factors can influence the timing of a person's retirement, but new research shows nothing comes close to health problems.

Only 46% of Americans now say they expect to work full-time after age 62 — the lowest percentage in a decade.

Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers.