Estate planning

Clients have several options to tackle this unpleasant topic, but for advisers, the best time to start the discussion is now.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

End of life benefits can help employees plan for the future for themselves and their loved ones.

The CARES Act will play a critical role, according to Grant Thornton.

Everplans is a platform that helps employees create, store and securely share important documents that they or their families may need access to in the future.

Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.

To qualify for this feature, clients should have reported a minimum amount for at least 11 years.

One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.

The stock market typically recovers from bear markets in far less time than most doom-and-gloomers think, says an expert.