The financial services industry is projected to lose 761,000 experienced employees during the retirement wave.
Most people aren't ready financially to retire completely at 65 or even 67, but they can still slow down a little.
The retirement surge will impact people's lives and the national economy, a former Clinton administration official said.
A company survey found that couples with an advisor were more honest with each other about finances.
Investment and Wealth Institute is seeing growth in some of its newer certification programs.
Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.
People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.
All marriages end, and advisors need special skills for guiding newly single clients.
Laura Carstensen's new book is a must-read for financial advisors.
It's a painful choice: to save either for college or retirement. But new saving rules make it easier to do both at the same time.
This couple had just days to make decisions that would alter the rest of their lives.
When it comes to charitable giving, advisors recommend a careful balance.
Many wished they had focused more on savings, traveling and spending time with family.
The young have benefited from the great wealth transfer, but still suffer investing anxiety.
Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.
The number of retirees has surged in recent months, reaching a post-pandemic record in December.
Advisors can help those about to rock into retirement overcome common mistakes.
Most people are probably thinking about retirement all wrong, and they're probably better off than they think.
Advisors were also once reluctant to adopt managed accounts, too. But they got over it.
New Jersey surprisingly came in third as a retiree destination, according to a report by moving company HireAHelper.