Power of attorney is among the documents that can help reduce stress when a student is away.
As life expectancies get longer, seniors and soon-to-be seniors are slow to accept the need to plan for so many years going forward.
Although estimates of life expectancy just got longer, clients aren't prepared to make hard planning decisions.
<b>Breakfast with Benjamin:</b> Here's a new way to think about building a portfolio for your retired clients using the old bucket strategy. Three buckets for three timeframes
Here's how to get a solid will and other essential documents without bankrupting your heirs.
Home-equity product works if you plan to stay in your home indefinitely and could use some supplemental income.
<i>InvestmentNews</i> contributing editor reflects on how life has changed since her husband retired a year ago.
Saving 15% or more is something to aspire to. But starting to save early, and saving consistently, can also take you a long way.
Of the 13 million participants in 401(k) plans administered by Fidelity Investments, close to 421,000 are young "super savers."
This underutilized method can provide a variety of benefits, such as reduced risk of rising taxes and the ability to better control taxes on Social Security benefits and Medicare premiums.
A new study from AARP finds that one-third of Americans ages 40 to 64 anticipate that they will continue working post-retirement.
With recent market swings come opportunities for advisers to lower their clients' tax bills.
Planning for the spend-down phase more important than ever given the longer time horizon
Matters can get complicated when a new spouse enters the picture.
It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.
Study finds a third of people who file early for benefits had enough assets in IRAs to make up for two years of Social Security checks.
How business owners can prepare themselves now for eventually handing over the reins to their successors.
Broader work experience definition allows columnist to use designation.
Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.
The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. <i>(See also the <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">Top 10 annuity sellers in the second quarter.</a>)</i>
