Retirement

More than half of millennials are working toward financial independence, not a traditional exit from the workplace.

For many facing the post-career phase of their lives, retirement is less about finance and more about the need for continued meaning and purpose.

Veteran policymakers from opposing sides of the aisle argue that the incentives for 401(k) and IRA savings should be redirected toward funding the program.

RIAs must consider the bottom line when evaluating health care planning options, but the positives of delivering more holistic and comprehensive planning to your clients should not be overlooked.

A CFP Board-commissioned survey found that the vast majority of retirement savers think fiduciary standards for rollovers are already in place or should be.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

Americans over 65 saw their net worths jump during the COVID years, thanks to skyrocketing home prices.

A sometimes-overlooked measure of the 2022 law could put free money into millions of workers' retirement plans.

Is it possible to keep saving for retirement after you've lost your job? A former tech worker in New York asks the experts.

Almost all retirees had regrets about how they planned for life after work. Is it possible to ever be prepared?

From baby boomers to Generation Z, Americans have a wide range of advantages and disadvantages when it comes to saving for retirement. Here's how they compare.

Clients across generations have different expectations of their financial advisors. Here's how everyone wins.

After IBM unfroze its pension, some wondered if this was the start of a defined-benefit renaissance. Researchers say that's not what it was about.

Each state was rated on a number of factors in five categories, including affordability, overall well-being, quality and cost of healthcare, weather and crime.

Putting financial security before relationships and wanting investments that don't harm their altruism are key to young investors.

From not saving enough for retirement to racking up too much credit card debt, here's what Americans wish they hadn't done with their money last year.

Understanding new retirement regulations and utilizing technology will help your firm grow.

White Americans still have twice as much retirement wealth as savers of color, research shows. Here's what experts recommend to shrink the gap.

Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?