Retirement

Congress can help by creating a law that will enable states and local governments to lower the benefits they promise their employees.

Clients and their family members looking into assisted-living options should avoid making the decision at the last minute, particularly when a health crisis occurs.

An expert agreed that an investor in their 20s doesn't need to worry too much about bonds, but in some situations a fixed-income "sliver" may make sense.

Gloom and doom do little to motivate clients to save for their post-work life.

Don’t become commoditized in the wake of the fiduciary rule; be the disruptor.

Last election, the sky was falling but the markets handed in a good performance the next year.

Eliminating the tax maximum would fix much of the program's shortfall, but it could also bring unintended consequences.

Even people who have not earned 40 work credits can still sign up for the program but will have to pay a premium for hospital coverage.

Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.

The top cities for elders who plan to work past their retirement age are ranked according to factors such as average effective tax rate and senior unemployment rate.

Although market volatility makes stocks a risky investment option, retirement investors should continue to hold stocks in their portfolio.

Help clients choose investment wrappers that increase returns. Plus, comparing the advantages of rental homes against home ownership.

The goal is to help some 55 million employees with no access to workplace retirement plans.

Women should boost their savings rate and invest their windfall to increase their odds of securing their financial well-being.

Young workers are overconfident about their investing skills, but they are doing some things right.

Despite fears of rate hikes and worries over Brexit uncertainty, there is still an essential role for fixed income in retirement plans.

Non-disabled service members are entitled to Tricare — a health plan provided by the Defense Department — when they reach the age of 65.

Why advisers say they have not been discussing Social Security rules and regulations with their clients.

While many parents encourage their children to pursue their passion, sometimes the parents end up paying a lot of expenses and harming their own retirement.