Retirement

Advisors should focus on investments that add income prudently while steering clear of high yield.

Retirees get the most out of Social Security if they file at age 70. But according to new research, only 10% of Americans wait that long.

Raising the retirement age is once again up for debate. Is this the answer to a financially secure retirement?

A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?

The agency and the Treasury Department two-year reprieve gives retirement advisors time to prepare — and a preview of upcoming guidance about Secure 2.0.

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.

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.