Investments

Long-term care brings hefty costs, which won't be completely covered by Medicare, so clients may want to consider living-benefits products, an asset-based long-term care coverage or an annuity.

Under new laws, plan participants are allowed to take such action without any upfront tax consequences.

ESG investing is one way to motivate young clients and boost their contributions.

ESG investing is one way to motivate young clients and boost their contributions.

Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

Workers want more diversified options for how to spend money traditionally accumulated in workplace retirement accounts, a study by financial services group Alexander Forbes finds.

Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,

These inquiries are guideposts for how employers can begin an evaluation process of target date fund offerings.