Retirement

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Retirees may want to look for other income sources, such as renting out a room in their home, taking a reverse mortgage or going back to work.

She is the third generation to control the company and, like her family members, has maintained a low profile despite the reach of the firm’s mutual funds.

Creating an irrevocable trust is an option for elders to protect themselves from people who want to take advantage of their declining health and benefit from their wealth.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

Trump has proposed making it easier to pass on HSAs to heirs, while some House Republicans want to nearly double contribution limits.

You may know more than you think. Here's a great way to test yourself.

It's the most important service an adviser can provide, experts say.

The proceeds can be used to pay the tax bill from converting a 401(k) and traditional IRA into a Roth account.

"There are certain business models that will be significantly disrupted," Orion Advisor Service CEO Eric Clarke said in anticipation of a new Donald Trump administration.

Instead, focus on things as they are today, and the most likely scenario for tomorrow, while remaining flexible enough to accommodate changing circumstances.

Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Here are key takeaways from a Department of Labor fact sheet.

Changing a Medigap plan during open enrollment could be costly, especially when the switch happens after the initial six-month window.

Trump's indirect plans for Social Security will take years to take hold — and if they don't work we'll be facing an even bigger challenge.

A Yale Law School professor proposes raising the full retirement age to 76 and imposing a steep 80% penalty for the highest earners who opt to claim their benefits early.

Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.

We have the most expensive and fragmented health care in the world, so now what?