Retirement

The 2023 season just opened, but you should still plan now for next year.

Sixty-two percent of women are delaying retirement or don't plan to retire at all because of inflation, according to research from Nationwide.

The mega-broker secured a victory with Secure 2.0 legislation in December after intense lobbying for the bill.

Annuities have been booming, but one investor has buyer's remorse. Can — and should — advisors talk her off the ledge?

Even broaching the subject improves a client's ability to plan more realistically for longevity risk, research shows.

Putting guaranteed monthly income on retirees' "balance sheets" can help them make smarter decisions about retirement income strategies.

As more workers find themselves in a desperate financial mindset, employers should take the time to educate them on all the ways there are to save.

Investment scams are as old as investments themselves, and it doesn't get any easier to avoid falling prey to them. But advisors can help.

Industry insiders are already pondering the next retirement legislation. Here's what's at the top of their wish list.

A New York retiree is running out of options to pay for her sick mother's home care. Can advisors help her navigate the Medicaid maze?

Additionally, one in three adults with long-term nest eggs pulled out money for daily living costs, a U.S. News & World Report survey found

Transition planning can involve some explosive emotions. Here's how to get through them without blowing up the future.

SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.

Before it collapsed, the disgraced crypto exchange had its sights on a new target: retirement accounts.

For the wealth management industry, 2022 was a historically difficult year. How will advisors bounce back in 2023?

Portfolio reviews and retirement contributions are at the top of to-do lists of Morningstar, AARP and industry groups.

Wealthy retirees seem to have scored big in Congress' sweeping year-end spending package.

The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.

While the new law makes some small fixes, it does little to help the 60 million Americans without retirement plans.