Experienced retirement globe-trotters tell Lisa Salmon the important lessons they’ve learned as they’ve circled the world.

John from Illinois has $4.6 million saved, a pension that pays $9,500 a month, and a clear goal: give each of his three children $125,000 a year over three years to help them buy homes. He believes he ...

Ask yourself these questions to build a direct stock set-and-forget portfolio. The post 6 rules for set-and-forget investing ...

A retiree sitting on $4.6 million in assets and collecting a $9,500 monthly pension should have an easy time gifting $125,000 ...

Steve from Pennsylvania earns around $200,000 a year and has a son heading toward college. He has been redirecting retirement ...

A Fidelity survey found that 61% of Americans plan to transition into retirement, with many expressing interest in working part-time, consulting, or doing gig work. Here's what to know.

Advisor technology platform combines behavioral planning, portfolio construction, and automation to serve as an ...

Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including assets under advisement and plans under advisement.

Middle- and lower-income retirees face a growing gap between income and long-term care expenses, forcing advisors to rethink planning strategies.

Retirement plan advisors need talent and organizational depth to maintain profitability as fee pressure mounts ...

Roth IRAs and 401(k)s are funded with after-tax dollars. If your income pushes you into a higher tax bracket, saving in a ...

Avoid expensive retirement tax surprises. Learn how RMDs, Social Security, Roth conversions, and investment income can affect your tax bill.