Retirement

Anne Lester, who led JPMorgan's Retirement Solutions department for 20 years, talks about how to overcome the psychological barriers to saving.

The oldest segment of the U.S. population is rapidly growing, creating both opportunities and challenges for financial advisors.

From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

The Financial Independence, Retire Early movement presents a unique challenge for advisors: Keep the dream alive, or throw cold water on it?

High debt, paired with persistent income inequality, has left LGBTQ employees unprepared for retirement.

A 2018 law protects wealth managers who report scams against seniors — but it can only help them if they're aware of it.

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.