Risk

One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.

About 77% of people 50 and older want to stay where they are as long as possible, according to a survey. But clients who want to — or have to — move, have a number of options each with pros and cons.

The number of people in that group fell by more than 28% in the fourth quarter, according to Fidelity's data.

The bank pledges to handle customer complaints better and reexamine its lending practices.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

Offices remain open and monthly Social Security checks will go out on time despite the partial shutdown.

The more efficient firms can be in their marketing and sales activities, the more effective they will be.

Seniors should not only have a financial plan in place, but activities to keep them preoccupied.