Demographics

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Few advisers consider improved long-term tax planning benefits in strategy discussions, says Affinity’s Greg Gagne.

Generation Y is 75 million strong and making its mark on the workplace.

Target-date funds can be a strong option for most retirement savers, but there are pitfalls. Some of them are relatively costly, with an average expense of about 1%. They can also get too conservative too quickly.

An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.

An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.

One idea is to ensure clients are investing the right types of assets in the right accounts to take full advantage of appreciation and tax-exempt status when possible.

One idea is to ensure clients are investing the right types of assets in the right accounts to take full advantage of appreciation and tax-exempt status when possible.

Many millennials feel their parents can provide them good financial advice, but they are reluctant to seek help from elders, as well as from financial professionals.

Many millennials feel their parents can provide them good financial advice, but they are reluctant to seek help from elders, as well as from financial professionals.