Retirement planning

In this multi-part series, advisers share how the transition from retirement to healthcare changed their client strategies.

A new Morningstar study found that long-term care costs can dramatically impact retirement plans, with 41% of households projected to run out of money when such expenses are incurred.

A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts.

Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers.

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.