Retirement

Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices.

A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?

Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.

The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago.

Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.

The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.

Orlando, Florida, ranks as the top city for retirement due to a lower tax rate and a large amount of recreational activities.

President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?

A government watchdog reports that Labor Department regulations haven't made much of an impact on the levels of disclosure and comprehension.