Retirement

Most Americans wish they had started saving for retirement sooner and that they hadn't withdrawn money early from retirement accounts, a recent study says.

The GAO investigated industry disclosures and conducted undercover calls to evaluate "where issues around conflicts of interest and investment advice stand today."

However, financial advisors have been trying to ease client fears by taking a longer view.

Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.

The next few weeks will be critical as the COLA is determined on the average inflation rate in the third quarter — July, August and September — versus the average third-quarter inflation a year ago.

Clients have several options to tackle this unpleasant topic, but for advisors, the best time to start the discussion is now.

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

Heirs and their financial advisors should start figuring out how to minimize the tax impact of the end of the so-called stretch strategy, experts said.

Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering 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.

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

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