Retirement

Positive psychology might be the key to determining just what a client needs.

Advisers can – and should – do more to help clients guard against messy inheritance fights, an attorney says.

Investors should rebalance their portfolio, consider investing in foreign markets and avoid trendy ways to minimize risk. Find out what they shouldn’t do.

The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

To really come out ahead from delaying Social Security, a client has to live past 80. Otherwise, it's probably better to take a reduced benefit earlier.

Despite the possibility of having a tax-advantaged health savings account, workers with high deductible health plans are less likely to see their doctors.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

Previous life stages all have compelling examples and clear stories that guide and engage us through the decades. Retirement, not so much.

Clients may not even know the right questions. You need to tell them, and provide the answers.

Some bright spots for advisers: A surprising number of boomers have not begun saving yet for retirement; and millennials will need decades of advice.

The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.

Proceeds from selling their current home can be augmented with a "reverse mortgage for purchase," which doesn't have to be repaid until they sell, move out or pass away.

"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.