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.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.

A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.

Employees still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

Not knowing the differences between a traditional IRA and a Roth IRA could be costly for retirement savers.

Not tapping tax-deferred retirement accounts until the age of 70 1/2 can be a wrong move, as required minimum distributions can be big enough to push retirees to a higher tax bracket.

Not tapping tax-deferred retirement accounts until the age of 70 1/2 can be a wrong move, as required minimum distributions can be big enough to push retirees to a higher tax bracket.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.

Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.