Tax planning

Details matter, explains an expert, like where their boat is docked.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

Health savings accounts have soared in popularity, but providers are adding layers of fees.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

The pension fund wants to outsource some or all of its $26.2 billion in private equity investments with the money manager, people close to the matter said.

For many, walking away from their firm is ‘like selling their baby.’

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.