Jessica Mathews

The company has experienced “dramatic increases” in new customers, call and trading volumes.

“Healthcare prices are increasing at levels that significantly exceed overall inflation,” an expert warns.

Unfortunately, physical and cognitive decline are among potential side-effects.

Tapping into these plans is one method used to prevent bankruptcy.

Many workers are unaware they have the option of making catch-up contributions to retirement accounts, missing out on an opportunity to boost savings.

Advisers who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.

Seniors should not only have a financial plan in place, but activities to keep them preoccupied.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Workers should consider contributing enough to their 401(k) plans to get their employer's match before making contributions to an IRA.

Working longer and delaying Social Security are some of the ways they can recover.

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.