Retirement

In the case of the millennials, their experience with the financial sector includes the unifying themes of volatility, crisis and scandal.

There are four main types of powers of attorney and older clients must be sure to have the right one in place.

Many potential clients don't understand how a good advisor can help them meet their financial goals. These key questions can lay a foundation for a relationship.

With comprehensive planning, hopefully this won’t happen. But if it seems like it might, how can planners help clients who’ve gone broke or are about to?

Planners and clients should determine whether the high premiums on stand-alone policies provide benefits that are worth the price -- and whether coverage provided by riders on life insurance policies is sufficient.

Planners and clients should determine whether the high premiums on stand-alone policies provide benefits that are worth the price -- and whether coverage provided by riders on life insurance policies is sufficient.

In many states, planners are now required to report if they suspect their clients are suffering abuse.

The common experiences of this younger generation makes them a different type of client than the traditional U.S. investors.

One firm offers individuals who lack LTC policies, but still have life insurance, an alternative method to pay for care.

You're a financial advisor, not a doctor, but if you're advising older clients, you need to be able to spot cognitive declines.

Cognitive and health issues can make meeting with older clients more difficult. Here are some tips to help advisors break down communication barriers.

For the first time, more than half of all 401(k) contributions will go into target-date funds, research firm Cerulli Associates estimates. It projects the assets in target-date funds to hit $2 trillion by 2019.

With a spousal-sharing rider, couples are betting that they won't both need LTC at the same time.

Maximizing savings in tax-deferred accounts may lead to an abrupt increase later in both income and income taxes. Here are a couple of ways to help clients steer clear.

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

The financial industry and the White House are gearing up for a fresh battle this spring over investment advice for retirement savings.

Long-term care costs are rising steadily nationwide, but the costs vary significantly across the country, within each state and by the type of care needed.

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

By taking a "glass half-empty" approach on the fiduciary issue, regulators are doing investors and advisors a disservice.