Retirement Planning

Now that Democrats have swept into Congress, what does this mean for your high-net-worth clients? It’s hard to say, but if the party’s six-point agenda is any indication (which called for everything from “better American jobs and...

Preparing your clients for retirement may mean helping them prepare their parents too.

Many older clients still have mortgages. How to advise them on whether to retire this debt

Some advisors have long ignored parts of ERISA when consulting participants of 401(k) plans. Now they don't have to. Still, the Street is confused over what the new pension laws really mean when it comes to reirement advice

In 2001, when Thom Hall, a CFP near Salt Lake City, met Randy and Terri Kelly, a couple living in nearby Ogden, Utah, they had a goal: They wanted to retire when Randy reached 55.

Upon retiring, Larry Heller's clients had to wrestle with a unique problem: mortgage or no mortgage?

Disabuse your client of the notion that residential real estate is a good retirement strategy - or even a good investment

Baby boomers are hurtling toward a retirement crisis. How to play doctor with boomer nest eggs and keep your business growing

Postponing Social Security payments is often a smart idea that leads to a healthier retirement

Ten years ago, Barbara Reeb was 59 years old and ready to retire into a life of comfort and leisure or so she thought.