Retirement

Women's wealth is growing faster than ever. But the finance industry is not keeping pace with the wealth transfer, leaving potential clients behind.

The median white family reaches retirement with $188,200 saved, compared to $36,000 for Hispanics, and just $25,000 for Blacks.

In today's interconnected economy, is there any way to hedge your bets? The experts weigh in.

A full quarter of American workers cut back on their retirement savings last year, and 12% stopped saving altogether.

America's youngest investors are far more confident and proactive about retirement planning than previous generations. What's their secret?

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

Social Security is complicated. Trying to make the most of it for a disabled child is even more so.

Auto-enrollment is helping Gen Z Americans save much more actively than the 20-somethings of yesteryear.

A young New Yorker has invested in both American and international index funds. How much should he put into each?

The hybrid structure confers higher contribution limits, allowing savers nearing retirement to quickly build up balances.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Most working Americans think they'll need more than $1 million to retire comfortably, research shows. But their actual savings are nowhere near that.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

More than 41% of U.S. workers drain their retirement savings when they quit or get fired, according to a new study. Why?

Millennial investors across wealth segments are beginning to work with advisors at a much earlier age than prior generations did, a new Ameriprise study shows. Here's why, and what advisors can do about it.

Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.

The old-age insurance program is on course to go bust in the early 2030s, right when the last of the boomer generation will reach retirement age.

Some 70 million Americans born after 1996 stand to inherit huge sums of money in the coming decades. But they think about investments, saving and spending in ways often unfamiliar.

Avoiding common mistakes when filing returns for wealthy clients and exploring Roth IRA conversions are among the key considerations for advisors and accountants this tax season.