Retirement

Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.

Retirement is not a clear-cut undertaking for employees. Here's how to get more prepared.

By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood.

Baby boomers may be wealthier, but millennials have benefited from a number of retirement reforms, new research shows — and they still have more time to save.

From teaching arts and crafts, to going on tour with a former rock band, these retirees are proving life doesn't end with a 9-to-5.

Changes under SECURE 2.0 that will impact contributions and retirement plan "leakage" when investors cash out instead of rolling over their 401(k)s are two of the issues advisors can help with.

Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.

While the "retirement security rule" comprises the main part of the potential regulation, other shifts in existing standards will affect financial advisors as well.

For many seniors, Medicare Part D premiums will rise by 42% to 57% next year, new research shows. And experts say the reason is a law that was meant to reduce health care costs.

Financial planners and advisors must ensure that their clients have the necessary funds to meet whatever health challenges advancing age may bring.

Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety.

The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.

Goldman Sachs Asset Management utilized behavioral finance to address what makes retirement planning successful.

The wealthtech firm joins forces with Empower to launch a new 401(k) solution for advisors called Envestnet Retire Complete.

Does the tech giant's move signal the return of pensions? John Lowell of October Three consulting weighs in.

The Biden administration wants to significantly expand how the fiduciary rule applies to retirement advice. Here's what advisors need to know.

While academics and supporters of the "retirement security rule" proposal say the administration's numbers are valid, critics reject them. Here's what we know.

Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.

Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement.

In a letter, 18 financial services organizations note the Biden Administration had nearly three years to formulate its proposal for retirement advisors. But they get only 60 days to comment.