Retirement

Chief Executive Bill Harris says data alone is not enough for financial advice.

Advisors should be aware of the pitfalls in advising clients to retire in other countries.

Studies show that those who continue working into retirement are healthier, both physically and mentally, than those who quit.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

A bear market near the start of retirement can speed portfolio depletion.

Advisors could get additional business consulting individual employees within MEPs.

Even those with significant health issues may never need to pay for nursing home care.

Robo advisor seeks to add a piece of the $4.6 trillion market to its business.

Deferred–tax retirement accounts’ required mandatory distributions might prompt this unwelcome scenario.

Deferred–tax retirement accounts’ required mandatory distributions might prompt this unwelcome scenario.

A group of independent advisors want to show educators they have other options for managing their finances than costly products from insurance firms.

Some think they should if it interferes with their retirement plans, but others say it isn’t their place.

Clients’ health concerns may trigger a re-assessment of retirement plans and raise a wide array of emotional and financial questions

Advisors who highlight fee transparency gain an advantage.

When clients face financial responsibility for aging parents and children at the same time, they often lose focus on their own retirement needs.

Working longer and deferring account withdrawals is a great untapped strategy with no downside.

Advisors can help clients ease into retirement by following five steps.

The speed of converting funds from a traditional to a Roth IRA depends on the tax implications, as well as the client’s age, health, need of funds and estate planning considerations.

Want to upgrade your skills? This reading list helps planners stay sharp.

Planners should emotionally prepare clients nearing retirement for the significant and abrupt changes that will occur after working full time for decades.