Risk

The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.

Clients approaching or already in retirement should be a risk manager who focuses on risk tolerance.

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

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.

People are expected to have a longer life span, and this could pose a challenge in that it will require bigger nest eggs for retirement.

Many employees may not be able to have a comfortable life in their golden years because they carry a hefty credit card debt into retirement

New data shows that the average account balance broke records after increasing to $99,900 in the third quarter.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.