Retirement

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

At the start of the year, we asked wealth managers to predict the future. Nine months later, it looks like they did a pretty good job.

The Investment advisory firm now overseeing more than $300 million in outside assets has Pontera to deliver comprehensive 401(k) management to its advisor network.

Planners tout advantages of IRAs, equity investing and delaying retirement for clients worried about inflation.

New research shows 26% of U.S. adults are wedged between two generations of expenses, leaving little room for their own savings.

Employees are still struggling with their financial obligations, and less than half feel good about their financial situation.

The rapidly rising cost of medicine is leaving inflation in the dust, new research shows. Here's how advisors can help retirees cope.

Overall, customers expressed greater satisfaction with their retirement plans' websites and mobile apps this year, but experts say there's still much room for improvement.

Americans over age 60 reportedly lose $28.3 billion each year to fraud. The problem may be even worse than advisors thought, a new study says.

New research shows just how big an obstacle student debt has become to Americans' nest eggs.

A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.

In terms of cost of living and quality of life, researchers say these are the five best places to spend one's golden years — and none of them are in Florida.

Tax strategy, quality of life and location represent some of the main factors when considering a CCRC, according to more than a half dozen experts.

The Senior Citizens League anticipates a 3.2% boost to Social Security in 2024. But will it be enough?

A conversation with Cetera's Gene Goldman

From tax concerns to investing opportunities, there are a surprising number of benefits to claiming on the earlier side.