Advisor News

With many Americans’ retirement savings falling far short of what they really need for long-term financial security, technology could be leveraged to help close the gap.

Americans of all ages are hopeful about improving their financial situations this year. But the financial goals for each generation vary.

Market reports usually include pricing pressures and geographic risk factors that turn complex data into practical guidance for retirement planning.

The Securities and Exchange Commission and three defendants in a civil enforcement case, including prominent social media influencer Taino “Tai” Lopez, say settlement negotiations are heating up.

Jamie Hopkins and Bonnie Treichel co-wrote the recently published Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts.

Understanding the options when retirement comes before Medicare eligibility.

As Medicare limitations and cost pressures become more visible, long-term care is increasingly shaping how Americans think about affordability, independence and stability.

The Department of Labor on Thursday unveiled a proposed rule to clarify how businesses and workers determine whether a job qualifies someone as an independent contractor.

Americans who don’t have access to a 401(k) account through their employer could see that change under a proposal announced by President Donald Trump during his State of the Union address Tuesday night.

The SECURE Act and SECURE 2.0 were the biggest changes the retirement plan industry has seen in a long time.

A recent study reveals a surprising generational divide in retirement planning and looks at how generations differ in their approach.

Long-term care has always been an essential piece of retirement planning discussions.

Middle-class households face worsening cost pressures for the first time since October 2024, according to the American Council of Life Insurers.