by
Tom Schoenberg
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.
by
Alex Millson
Northern and central Europe appear to be the best places to go for U.S. expats.
by
Steve Gresham
As more people retire, you're going to have to be a different kind of advisor.
by
Jennifer Lea Reed
After Morningstar came up with a new number in 2021, two divergent opinions about the safe
withdrawal rate have now reconciled.
by
Ben Mattlin
The Rust Belt-heavy results of this U.S. News & World Report analysis may surprise you.
by
Edward Hayes
Many Americans fear the 2024 presidential election could affect their retirement plans.
by FA Staff
These cities' costs for housing, utilities, food and medical fall well below those of others.
by
Alex Tanzi
The number of excess retirees has even unexpectedly risen from 1.7 million in June.
by
Ben Mattlin
Regulators have been working out the kinks since the accounts launched as a messy hybrid of the Roth IRA and traditional 401(k).
by
Ben Mattlin
If you think handling annuities is a problem, you're not alone.
by
Ben Mattlin
Advisors often have to bring up this sensitive topic with clients.
by
Christopher Robbins
Only exceptionally high earners are poised to fund all their retirement needs, says a Vanguard study.
by FA Staff
The Chicago-based team serves more than 350 retirement plans representing $13 billion in assets.
by
Jennifer Lea Reed
The risk that Americans will face poor returns early in retirement is greater than it's been in years, he says.
by
Ben Mattlin
Clients shouldn't take the multiple homeownership plunge without careful planning.
by
Jennifer Lea Reed
Two new surveys suggest pre-retirees may ultimately be disappointed by their retirement expectations.
by FA Staff
The RSSA Roadmap is designed to help advisors and consumers devise a strategy for claiming benefits.
by FA Staff
Gen X women are least likely to have a long-term financial plan, according to a company survey.
by
Karen DeMasters
Policymakers have an important role to play in people's successful retirements.
by
Edward Hayes
Inflation has become the number one financial fear for investors, surpassing tax hikes and surprise expenses.
