Retirement

Americans are losing ground against other countries in what's shaping up to be "one of the worst years to retire in recent memory."

While Roth IRAs are well known, the variant in an employer-sponsored retirement plan is underutilized.

BlackRock has emerged as a top target for Republican politicians campaigning against investments that take into account environmental, social and governance, or ESG, risks.

The modern idea of retirement, as a total withdrawal from the workforce, originated more than a century ago. Was it a mistake?

A recent study has found that the number of people who overestimate how savvy they are has grown.

This storm will pass, but clients must be prepared to ride it out by conserving and protecting their assets.

Many see Social Security reform as needed but question remedies put forward by Rep. Angie Craig and others in Congress.

Depending on what stage their business is in, entrepreneurs can cycle through various plans. Here are the choices.

As the U.S. reforms its retirement system, one federal agency is looking abroad for new ideas. Some of them are already in bills moving through Congress.

A good deed for an elderly neighbor reaps rewards — but as the infomercials say, "Wait, there's more!"

Long maligned as spendthrift avocado toast eaters, millennials are now rapidly gaining wealth and looking for financial advice. Here's how advisors can draw them in.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

Unlocking wealth from investment properties and using a "six-month nudge" strategy to delay claiming Social Security benefits are just two ways advisors are helping clients with retirement planning.

Financial advisors and other experts offer their tips for preparing a nest egg, whether retirement is months, years or decades away.

Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

Americans are facing a $7.1 trillion retirement savings shortfall. Will Congress do anything about it?

American seniors lose much of their income to medical expenses. A new law aims to change that.

Only 14% of retirees feel like they're living the life they planned for in retirement, according to a survey by ConsumerAffairs.