Retirement planning

With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.

According to a recent Cerulli study, more than half of retired 401(k) participants say Social Security is their primary source of income. At the same time, only 6% of millennials predict they will rely on those funds when they finish their careers.

The Goldman Sachs 2024 Retirement Survey & Insights Report found that while competing priorities affected workers' ability to save, having a plan in place helped clarify goals and the grit required to meet them.

The court filings seek to overturn two injunctions federal courts imposed after finding the Department of Labor's new conduct standard is too similar to a previous one vacated in 2018.

Most Americans wish they had started saving for retirement sooner and that they hadn't withdrawn money early from retirement accounts, a recent study says.

The next few weeks will be critical as the COLA is determined on the average inflation rate in the third quarter — July, August and September — versus the average third-quarter inflation a year ago.

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

Unsurprisingly, six of the top 10 costliest destinations are in California.

Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?

Employers and employees can both benefit when retirees return to work, as long as both sides keep an open mind around the experience.