Retirement

For decades, Americans have been retiring later and later in life. Now 20% of the population is giving up on the idea altogether.

Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.

Employees are more likely to be debt free when they have a financial strategy in place.

To pay for their kids' education, many Americans are postponing their golden years — or cracking open their 401(k)s.

Anne Lester, who led JPMorgan's Retirement Solutions department for 20 years, talks about how to overcome the psychological barriers to saving.

The oldest segment of the U.S. population is rapidly growing, creating both opportunities and challenges for financial advisors.

From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

The Financial Independence, Retire Early movement presents a unique challenge for advisors: Keep the dream alive, or throw cold water on it?

High debt, paired with persistent income inequality, has left LGBTQ employees unprepared for retirement.

A 2018 law protects wealth managers who report scams against seniors — but it can only help them if they're aware of it.

The Senior Citizens League worries the increase won't be enough to keep up with rising prices for housing and healthcare.

From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.

Morgan Stanley at Work found that 66% of employees have scaled back retirement savings because of financial concerns.

Even if it's uncomfortable, Lester said, sharing personal experiences can help earn the trust of millennial and Gen Z investors.

Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.

The featured INVEST 2023 speaker breaks down the science behind our saving struggles and details the important role advisors play in bridging the gap with the next generation.

When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?

Deferral of taxes is the name of the game when it comes to eeking out extra profits.