Investment strategies

Factors including low interest rates may have contributed to success.

The number of older Americans who are carrying student loan debt into retirement has grown to 2.8 million from 700,000 in 2005.

The years between 60 and 70 present a great opportunity for seniors to make moves to protect their retirement savings.

Clients should turn to their own timeline before making any changes to their portfolio during a market correction.

Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.

For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

The Trump administration is considering pushing back the age at which retirees have to take required minimum distributions from tax-deferred retirement account.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

Displaying care, skill and due diligence in their methodology is a higher consideration in the process.

Working longer can be a great decision, as it will allow seniors to keep themselves healthy as well as allow them to delay filing for Social Security benefits.

Filing for Social Security can be a wrong move if seniors are still employed and earning a wage income.

Data from retail investors firm Hearts & Wallets show that the number of clients owning taxable brokerage accounts has increased 10% over the past five years.

Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.