Retirement

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

The hearing last month explored the legal process for enforcing the fiduciary duty of retirement plans to avoid excessive recordkeeping fees.

A new survey from Prudential predicts how the new generation's future will look, and what kinds of financial challenges this will create.

Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with clients.

Part of clients' anxiety about this issue stems from the uncertainty of how much or how long such health care expenses will be incurred.