Retirement

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.

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.