Retirement

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

Retirees are advised to find gigs that suit them and have realistic expectations about the work they do.

Owning a home brings benefits for retirees, but so does renting. One example: renting puts a limit on housing costs, one of the biggest expenses for retirees.

One adviser calls it a "fairly destructive strategy."

Advisers tend to be too optimistic about what selling the practice will mean for their golden years.

More people are planning to wait to file for benefits, but just 25% are even aware of their full retirement age.

A few tweaks would make the program strong for the long haul. Editor Lee Conrad and consultant-author Brian Doherty talk about the difficulty in implementing such changes.

Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.

Clients should not necessarily consider a 401(k) the first stop for retirement savings.

The partner who first reaches 62 should consider delaying Social Security until the age of 70, and they should continue contributing to the retired spouse’s IRA if possible.

To build a strong portfolio, investors should consider blue-chip stocks that pay high dividends.

Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.

Two experts weigh in on whether there is a looming retirement crisis in the U.S., and provide opposite views on the issue.

Young people are advised to start building their nest egg as soon as they land a job after graduating from college.

Wealth management is a business full of abbreviations — test yourself to see if you're up to speed.

Long-term financial health depends much more on persistence than on being brilliant. Here's how to convince the recalcitrant.

Spouses on either side of the split can benefit — or lose — based on their claims strategies.

There is a tremendous opportunity to serve the unmet needs of clients in this area.

There is a tremendous opportunity to serve the unmet needs of clients in this area.