Retirement

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.

The sharp reversal of Biden-era policy that capped overpayment recovery at 10% of a person's monthly benefit is expected to recover $7 billion over 10 years.

Pursuing a holistic approach isn't just about improving operations or cutting costs. It's about creating workplaces where employees feel valued and supported.

Females may be holding the purse strings for $30 trillion by 2030, representing more than four times the investable assets they controlled just a decade ago.

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.

Data from Bank of America found employees increased their 401(k) contribution rates in 2024. The right benefits will help advance that trend.

A leader at Morgan Stanley at Work shares expert advice for helping employees make the most of their financial wellness benefits.

Burnout, financial strain and boredom are the leading drivers pushing senior workers to stay in the workforce longer.

An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this trend.