Retirement

According to WalletHub research, these cities top the list in affordability, quality of life and healthcare.

Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.

Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.

The harsh lessons of the recession of 2008 and the push for more balanced portfolios are changing equity stakes.

Keeping benefits local and establishing an active communication chain are just two ways the top brokers achieve success within their positions.

One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.

Plan sponsors should follow a four-step process to ensure their providers are appropriate and that the fees paid are reasonable, says adviser Robert Lawton.

One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.

Plan sponsors are shopping for new plans, opting for cheaper share classes, new research finds.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.

Plan sponsors are shopping for new plans, opting for cheaper share classes, new research finds.

Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

According to WalletHub research, these places rank low in affordability, quality of life and healthcare.

Retirees who are considering investing can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

Auto-enrollment and -escalation, in-plan conversions and custom target date funds are buzzworthy retirement trends, benefits experts explain at EBN’s Benefits Forum & Expo.

At EBA's Workplace Benefits Summit, U.S. Rep. Rodney Davis discussed his bill, which would make company contributions tax exempt.

Moving funds into an advised account constitutes fiduciary investment advice and must be monitored carefully.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.