Retirement

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.

Taking advantage of this perk can help clients get much closer to securing their retirement; plus, what couples need to know about Social Security benefits.

These funds have the luxury of time to be more aggressive – which had the best five-year returns?

The federal plan does not cover some things such as hearing aids and dental care; plus, how age differences in couples affect their Social Security.

When retirement is still nearly two decades off, which funds posted the best five-year returns?

Excess cash and over concentration in specific assets can lead to trouble.

Which funds that are approaching their target year have had the best five-year returns?

The finalization of the Department of Labor’s recent fiduciary ruling has left more than one out of three retirement plan service providers uncertain of their professional status, according to a new industry survey.

Which funds that already reached their target year have had the best five-year returns?

How working longer can help elderly clients overcome a retirement benefit shortfall; plus, why basing a client's retirement plan on inheritance is a grave mistake.

Save clients big headaches by being aware of these RMD-related errors.

Clients making IRA conversions should create several accounts to save on taxes. Plus, five carryovers for next year's filing and property exchange strategies.

Investors often think their time and savings are running out and micromanage their investments despite having hired a financial adviser.

Nearly four decades after adopting passive investing techniques, Vanguard's founder finally sees the approach pay off; plus, Social Security filing tactics your clients need to consider.

Even as she helps clients prepare financially for the future, doctor and adviser Carolyn McClanahan knows "the future could be gone in the blink of an eye."

They also should reduce spending as much as possible and keep their investments in stocks for greater returns; plus, planning for the gig economy.

Advisors are now helping clients think about living to 100 and beyond.