Retirement

Even amid high inflation and an uneven stock market, millions of Americans still strive for FIRE — "financial independence, retire early." But to keep the dream alive, they've had to change it.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.

Morgan Stanley Wealth Management's new digital financial education program aims to help young athletes, entertainers and emerging talent build and manage wealth.

World Insurance's Pensionmark unveiled a giant deal following the insurer's private equity agreement for $1 billion in financing at a valuation of $3.4 billion.

Americans owe over $1.6 trillion on federal student loans, and repayment starts this fall. There are options for blunting the burden on clients.

When employers address health and well-being, financial stability follows.

A new survey from Prudential highlights the needs for a strategy change among the next group in line to leave the workforce.

In today's uneven economy, workers are pressing for better benefits, a new Arizent study shows. Here's what clients may ask about.

Kostiantyn and Kseniia Dmitriiev survived the war in Ukraine. Can they survive the U.S. economy?

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.

It's too soon to know whether 2022 was truly an aberration for bonds or a sign of things to come.

A nurse in New York doesn't think she'll ever have enough savings for an American retirement. Is a move to Vietnam the answer?

Experts say Black families planning to preserve past, present and future generations' wealth have a special set of circumstances to keep in mind. Here are a few tips that can help.

The CFP Board tracks listings on its Career Center job board to identify trends in the financial planning industry.

In recent decades, a stubborn savings gap has persisted between white and Black Americans.

The challenges and opportunities of required Roth contributions are taking a backseat for now to legislative and operational messes from the Secure 2.0 law.

Financial advisors say that as more seniors work later in life, they are having to adjust their retirement planning.

Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.