Life Planning

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Funding College and Retirement Together Just Got Easier

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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.

When Retirement Comes At You Fast

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This couple had just days to make decisions that would alter the rest of their lives.

When Retirees Give Away Too Much Money

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When it comes to charitable giving, advisors recommend a careful balance.

Why Regrets Weigh Heavily On 26% Of Retirees

by FA Staff

Many wished they had focused more on savings, traveling and spending time with family.

Increasing Wealth Not Calming Younger Investors, Advisors Say

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The young have benefited from the great wealth transfer, but still suffer investing anxiety.

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

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Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.

Another 'Great Retirement' Wave Hits The U.S. After Stocks Rally

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The number of retirees has surged in recent months, reaching a post-pandemic record in December.

Helping Pre-Retirees Avoid Serious Blunders

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Advisors can help those about to rock into retirement overcome common mistakes.

Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and they're probably better off than they think.

Retirees Flocked To Florida, South Carolina In 2023, Report Says

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New Jersey surprisingly came in third as a retiree destination, according to a report by moving company HireAHelper.

2024 Changes In Retirement Savings Can Help Advisors Serve Clients, eMoney Says

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Employees have new options this year under the Secure 2.0 Act.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and probably better off than they think.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Older Americans Are Now Earning Almost As Much As Younger Workers

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Seniors' labor participation rate is expected to rise as the rates of most other age groups stall or decline.

JPMorgan Is In A Fight Over Its Client's Lost $50 Million Fortune

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At age 78, Peter Doelger was worth at least $50 million, but as dementia set in over the next five years, it was nearly wiped out.

These Are The Best And Worst Cities For Expats In 2023

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Northern and central Europe appear to be the best places to go for U.S. expats.

When Cash Cows Become Loss Leaders

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As more people retire, you're going to have to be a different kind of advisor.

Using Guardrails For The 4% Rule

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After Morningstar came up with a new number in 2021, two divergent opinions about the safe withdrawal rate have now reconciled.

The 10 Best U.S. Places To Retire In 2024

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The Rust Belt-heavy results of this U.S. News & World Report analysis may surprise you.

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