Retirement planning

A majority of survey respondents worry more about running out of money than death, but less than one-fourth have talked to a financial professional about their fears.

Workers dreaming about the day they will retire reveal what circumstances they daydream about and what nightmares they hope to avoid while continuing to redefine what it means to retire in America.

Reentering the workforce after having officially retired from it can raise a host of financial planning questions, especially for individuals whose main motivation for “unretiring” is economic.

A shift away from the traditional view of what it means to retire in America means that innovative approaches can lead to better outcomes for everyone.

Retiring clients need a realistic and accurate target that ensures they neither outlive their savings nor unnecessarily restrict their “fun money” spending. Here are some steps to follow.

Many approaching retirement age are concerned about whether they will be prepared for life after a regular paycheck, but many who are already retired are faring better than they expected.

Women currently in the workforce are well behind male counterparts when it comes to saving for retirement, a survey finds.

Even some clients who have substantial assets plan for the possibility of relying on Medicaid for long-term care by creating irrevocable trusts to preserve assets.