A national survey shows that 90% of Americans plan to ignore this key piece of retirement money advice. Find out why and what ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a ...

A growing number of Americans are rethinking retirement as smart investors prove that flexibility, multiple income streams ...

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Retirement plan participants need education about their plans, but many participants also need advice on how to allocate their savings within their plans’ options. Consequently, it can be difficult to ...

Preparing for retirement can be complicated. You must figure out how to maintain adequate insurance coverage, elect to receive Social Security payments and have enough cash to last for the rest of ...

It’s not surprising if your clients sound more nervous these days. Tariffs, federal budget cuts and layoffs, slowing economic growth, the downgrade of national creditworthiness—mixed with warnings ...

Economist Alicia Munnell spoke to MarketWatch about the retirement 'crisis' and her biggest financial regrets Economist Alicia Munnell, one of the nation's leading experts on retirement, has some ...

The 401(k) millionaire class is growing: according to Fidelity, the number of its participant accounts with balances over $1 million blossomed to 537,000 in 2024, a year-over-year increase of 27%. The ...

Most investors acknowledge that they could benefit from professional advice, with 70% of plan participants agreeing that a financial professional could do a better job of managing their retirement ...