Retirement planning

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.

As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?

Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.

Even among retirement-age Americans, many nest eggs are almost empty, according to an alarming new study by GOBankingRates.

Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?

Nearly one third of Americans feel anxious when thinking about retirement.