Retirement

The Senior Citizens League worries the increase won't be enough to keep up with rising prices for housing and healthcare.

From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.

Morgan Stanley at Work found that 66% of employees have scaled back retirement savings because of financial concerns.

Even if it's uncomfortable, Lester said, sharing personal experiences can help earn the trust of millennial and Gen Z investors.

Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.

The featured INVEST 2023 speaker breaks down the science behind our saving struggles and details the important role advisors play in bridging the gap with the next generation.

When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?

Deferral of taxes is the name of the game when it comes to eeking out extra profits.

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.