Retirement

Series I bonds were such a good deal last year that one New York lawyer bought $20,000 worth of them. One year later, what, if anything, should he do?

Rollovers are difficult, complicated and prone to costly mistakes. In other words, they're a chance for wealth managers to shine.

For the cohort also known as Gen Y, making sure their parents are happy and healthy is more important than receiving a generous bequest, a new Edward Jones study found.

From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.

On Friday, June 2, millions of Americans are due a total of $25 billion worth of Social Security payments. And more than anything else, that may prove a decisive element in forcing an end to the partisan standoff over raising the federal debt limit.

It's never too late. From finances to family relationships, seniors are making "course corrections" long into their post-career lives.

3 viable options for under-65 clients trying to bridge the gap between quitting work and Medicare.

Only 73% of U.S. adults were "doing at least OK financially" in 2022 — down five percentage points from the year before.

Two protesters from the Earth Quaker Action Team explain why they want Vanguard to take a stronger stance against climate change.

Inflation and volatility have set off a national wave of procrastination, delaying everything from marriage to retirement.

A lawyer in New Jersey doesn't expect to get sued, but she knows it can happen to anyone. Would her nest egg be safer in a 401(k) or Roth IRA?

A multi-year study shows where and how advisors can focus on growing on their own as dealmaking slows.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

A 401(k) feature called auto-portability could save Americans trillions of dollars. Why isn't it more common?

From deciding whether to combine finances when getting married to when it's right to start claiming Social Security in retirement, financial advisors can help clients navigate life's financial questions.

With bond prices plunging at the same time as stocks, can government securities still act as a hedge?

Unions aren't just good for workers. In some ways, they make ideal clients for financial advisors.

Men usually outpace women on finance quizzes and surveys. But there's one crucial question more women get right.

For annuities, 2023 got off to an extraordinarily strong start. In the first quarter, the insurance products reached a record-breaking $92.9 billion in sales.