Retirement

Insurance brokerage Willis Towers Watson’s new program aims to help workers choose the right insurance once they retire.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Because next year will be too late.

They need documentation showing how they reviewed, selected and monitor their TDFs and if their investment strategy fits with participant demographics.

Kentucky, Louisiana and New Jersey are among the least-appealing places for employees to spend their post-work years, thanks to low scores in affordability, health-related factors and overall quality of life.

Rising interest rates can be a boon for seniors seeking better returns from low-risk investments, but can hamper other clients with adjustable-rate mortgages.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Those who can't downsize can still rent out a portion of their property to help cover expenses.

Brokers are in a legal quandary: Many of them will still be fiduciaries under the 1975 Rule, but the third-party compensation they received will no longer be permitted.

When the Dow soars and dives, advisers need to reassure clients that their employees’ retirement nest egg is safe.