Are immediate annuities about to finally get some respect...

The political battle over Medicare's future should concern any financial adviser helping clients plan for the cost of health care in retirement. But no matter how the fight ends, rising health care costs pose a threat to your clients' retirement...

There are plenty of generous grandparents out there who would love to help their grandchildren with their college costs. While that’s a wonderful instinct, the last thing that parents want is for grandma and grandpa’s generosity to...

The gentleman was in his mid-70s. A successful businessman, now retired, he had always played the odds, so naturally he thought he would die before his wife. He was wrong. His wife died first, and the businessman went to pieces. He became...

If you are not talking to your client about retirement planning, someone else probably is and stands a good chance of garnering those assets, according to The Secret Knock: Unlocking the Retirement Opportunity, a recent report by Pershing LLC and...