Retirement

More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.

New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.

A new study finds many Americans are risking their own retirement security and health to support family members — with Gen X workers most at risk.

Tips and tricks on building a successful niche: This week, Andrew Barninger of Personal Wealth Advisory shares insights on financial planning for business owners looking for an exit.

Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future.

Rising costs and competing financial priorities are making it harder for younger workers to save for retirement. Goldman Sachs highlights six strategies to help clients get on track without simply "saving more."

Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term.

The massive law filled in some important answers for financial advisors and tax pros' many questions coming into the year. Here's a roundup of FP's coverage.

A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.

Tips and tricks on building a successful niche. This week, Eric Franklin of Prospero Wealth on financial planning for tech executives and how he reverse engineered a customized clientele.

With savings gaps, financial anxiety and plans to work longer, half of Gen X employees feel unprepared for retirement.

Even with the money to retire early, FIRE clients often face unexpected challenges. Advisors say mindset — more than finances — is often the real hurdle.

At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one significant challenge stands out.

New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles.

New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.

The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act.

As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.

The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.

A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.

Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree.