Retirement

The agency's potential retirement regulation got slammed at a congressional hearing and in thousands of industry-driven form letters calling for its withdrawal.

The retirement legislation has several new provisions that tackle student loan debt, emergency savings and retirement benefits for small businesses.

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

From 19K+ submissions, FP presents a handful of the most pertinent points; here's how Charles Schwab, the Consumer Federation of America, the Investment Company Institute and others argue the rule will affect wealth management.

Social Security is getting a 3.2% boost this month — but retirees' expenses have risen by more than triple that rate since last year.

From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them.

Here's a list of Financial Planning's most important stories in the past year involving the vexing array of complexities with paying Uncle Sam.

A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?

The AARP, the Chamber of Commerce, Cetera, Betterment, FPA, CFP Board, NAPFA, FSI and other stakeholders weighed in on the agency's rule proposal.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

Issues like Medicare increases and student loan relief will impact employees' ability to plan for their financial future.

From estate planning to Medicare advice, financial advisors can offer serious value in the coming year.

They're only 11% of the population, but older baby boomers have accumulated over $14 trillion in additional net worth since the end of 2019.

Gen X workers have the biggest gap between their savings and what they think they need to save for retirement than any other generation in the workforce.

Clients who have squirreled away their savings in IRAs and other retirement accounts have new tools at the ready amid shifting rules, four experts said.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.

Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.

One side hurled accusations of "scare tactics." The other complained of "regulatory overkill." On Day 1, the debate over a new retirement regulation got off to a dramatic start.