Retirement planning

Wage growth for job-hoppers is on the decline, but that might be a good thing for long-term retirement savings.

Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.

As inflation cools, Social Security's annual cost-of-living adjustment is projected to decline in 2026. Seniors say the benefit bump won't be enough.

Ignoring life expectancy research can lead to miscalculations, as under- or overestimating a client's lifespan will impact financial plans.

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that advisers can use to highlight the value of HSAs.

SIMPLE IRAs provide greater investment flexibility than traditional options, making them appealing to employers and employees alike.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than the government is forking over this year.

AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors.