Retirement planning

Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.

Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?

A government watchdog reports that Labor Department regulations haven't made much of an impact on the levels of disclosure and comprehension.

Two new ETFs, the FIRE Funds Wealth Builder ETF (FIRS) and FIRE Funds Income Target ETF (FIRI), cater to the growing FIRE movement.

Companies can provide better financial literacy to help older couples, who are separating, make smart decisions with their money.

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Most Americans wish they had started saving for retirement sooner and that they hadn't withdrawn money early from retirement accounts, a recent study says.