Crisis of confidence in the program is prompting many to claim benefits early.
Financial advisors often find themselves on the front lines of an effort to protect clients’ lifetime savings and investments from the consequences of impaired mental capacity.
Growing old ain't what it used to be, and neither is retirement planning.
This year's double-digit gains in the S&P 500 have helped swell retirement balances, Fidelity says.
The California Public Employees’ Retirement System has turned over thousands of pages of documents in recent months to Congress.
'Most voters didn't realize the millionaires tax included one-time sudden windfalls like the sale of a home,' one advisor says.
J.P. Morgan Asset Management survey reveals greater role of employers in workers' financial well-being.
The firm is expanding its focus on wealth management and retirement plan advisory.
Burlington, Massachusetts-based Affinia has 10 professionals overseeing $418 million in assets.
State launches 9% rate for high earners.
The digital record keeper now has $9 billion in AUM across 40,000 customers.
While prices for some essentials continue to increase, it's likely that the cost-of-living adjustment will be much lower than 2023's.
In fiscal 2023, grants were up 11%, surpassing $2 billion, according to the sponsor of donor-advised funds.
Judge rules on Epstein-related lawsuit.
Few 401(k) plans have such features, but product providers expect that to change.
Only 10% of non-retired Americans plan to wait until they're 70 to receive the maximum Social Security payment, Schroders survey finds.
BofA report paints two conflicting pictures of the state of retirement savings in 2023.
ESG-themed funds named in the case are only available through a brokerage window, the defendant noted.
Without proper estate planning, 58% of respondents have experienced family disputes and having assets fall under court control.
Legislation would extend spousal protections used in pensions to defined-contribution plans.
