Retirement

By 2030, all baby boomers will have reached retirement age, but it doesn't mean they need to leave the workforce immediately.

The testifying group includes the CFP Board, AARP, the Insured Retirement Institute, the Financial Services Institute, several academics and financial advisors.

The retirement-focused wealthtech formerly known as FeeX has more than quadrupled its revenue since its last fundraise announced in February 2022.

A new study from Envestnet and The Center for Generational Kinetics looks at the divergent mindsets, concerns and preferences of high earners across generations.

More working Americans have a health savings account, but many are not using them to their fullest potential.

Banks and fintechs are coming together to help older customers with a variety of needs, from avoiding financial exploitation to planning for the future.

A public hearing on the "retirement security rule" is set for next week as opponents call for more time and express concern about the potential impact.

If you have any questions about Medicare, health care expenses and retirement, Ben Storey has the answers. Watch our interview here.

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.