Though a majority of retirees' wish lists include trekking the world, few plan ahead for such costs.
Labor Dept. seeks ruling on Fifth Third Bancorp case that could ease challenges to employers.
Plus: Looking for weakness in the Volcker rule, the case for stocks in 2014, the upside of market bubbles, and what the heck Elizabeth Warren is up to now?
The driver of the car that killed actor Paul Walker was a Merrill Lynch wealth manager and had been named a top adviser in 2010, 2011 and 2012.
Supreme Court review could lead to more stock-drop cases.
A recent lawsuit against MassMutual over excessive 401(k) fees raises the possibility that group annuities and stable-value products could become a focus of future complaints.
Bank of New York Mellon Corp. plans to sell Manhattan's 1 Wall St., the Art Deco skyscraper that serves as its corporate headquarters, and has hired brokers to find a smaller amount of space to lease elsewhere.
The overall cost of retirement can sometimes seem difficult to grasp, but Main Street investors know that a dignified post-working lifestyle doesn't come cheap.
How to maximize Social Security benefits for a married couple, both of whom turned 66 in January 2013, and are just now filing.
Depending on your income, some of your Social Security benefits may be taxable. But if you repay benefits, you may be eligible for a deduction or credit.
The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.
The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.
As large long-term-care insurance sellers like John Hancock and Genworth both pursue rate hikes, one analyst says advisers should brace themselves for even more to come.
Spark Institute proposes uniform rule based on where couples were married
Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act
The Supreme Court's ruling on Wednesday put an end to the law known as the Defense of Marriage Act. But it also marks the beginning of a new era in financial planning for gay couples.
Fewer than 700 actions taken but agency collected a record $3.4 billion.