The study, Approaching Retirement: Getting Gen X from Good to Great, explores how Americans born between 1965 and 1980 are ...

Poor investment returns early in retirement on top of withdrawals can quickly drain your savings. The ideal plan helps ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

Use these strategies to replace retirement uncertainty with a feeling of clarity and control over your financial plan.

A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on ...

We often feel like we’re navigating a complex maze without a clear map when it comes to financial decisions. Many people feel overwhelmed with tax laws, optimizing Social Security benefits, making ...

Ubud, Bali in Indonesia is just one of a number of exotic locales that have attracted sizable expat communities.

Despite decades of investing success, 40% of Gen X lacks a formal plan as retirement nears, creating an opening for advisors.

Think you've saved enough for retirement? Here's the thing.The old rules might be quietly working against you. Most of us have been planning for life into our eighties, maybe early nineties if we're ...

The FIRE Reddit community discusses a financial advisor's concerns about the Social Security program's long-term viability.

The quarterly "Advisor Outlook Index," conducted by U.S. News & World Report and AdvisorFinder, asks financial advisors to ...

Missed IRA RMDs can cost clients thousands, Vanguard research shows. But financial advisors can help erase tax penalties and ...