There are many ways for clients to make sound investment decisions with their tax refunds, but it's important to understand their entire financial picture before giving advice.
More than 83% of human resource leaders worry employees’ financial issues could impact their productivity, while 66% of employees agree financial stress is negatively affecting their work and personal life.
A new study ranks the Sunshine State as the second-most popular state for Americans thinking about relocating. But it also tops the list of states residents are seeking to leave.
Keeping retirees in the plan helps both participants and sponsors save on costs, but many 401(k)s are lacking income options.
Ownership, management and use of the holiday home: That’s the trifecta estate planners and financial advisors need to reckon with if they want to keep the peace.
As wealthier clients approach retirement, advisors must focus on income strategies, Hearts & Wallets says.
Mike Lynch of Hartford Funds talks about the factors that can cause a retiree to return to the workforce.
House conservatives recently recommended raising the retirement age to receive full benefits to 69, a proposal that put the spotlight back on the thorny problem of the program's solvency.
The company is adding to its support for groups of plans and rolling out new programs for multiple employer plans and pooled employer plans.
The majority of pre-retirees highlighted inflation as the greatest challenge to their retirement plans over the coming 12 months, followed by an economic recession, market volatility and taxes.
The Armonk, New York-based retirement plan consulting firm has $3.8 billion in assets under advisement.
On average, American adults have saved $89,300 for retirement, up 3% from 2022, Northwestern Mutual’s 2023 Planning & Progress Study shows.
The long-outdated accredited investor rule has become a symbolic roadblock between retail investors and institutional-quality investments.
For the first time in nearly a decade, anticipated health care costs for retirees were unchanged from the previous year's estimate.
Clients can explore savings strategies and financial products with higher risk-free returns and alternative fixed-income investments.
The firm, with offices in Portland, Oregon, and Seattle, offers both wealth management and retirement plan services.
TRG Fiduciary Services will serve as plan provider, and LeafHouse Financial will select and monitor the PEP's investments.
In the absence of proper estate planning, there's a risk that LGBTQ individuals' intentions may not be respected.
Now is the time for advisors to act by nudging clients into actions that will have long-term positive consequences, especially when the market inevitably again turns down.
Vanguard's annual retirement report showed auto enrollment removes a barrier to entry for employees saving for retirement.
