Retirement and Well-Being

Officials want advisors and other financial professionals to notify authorities when they suspect older clients are being exploited.

Financial planning for LGBTQ+ clients can require extra steps, including “bulletproofing” estate plans, according to Joseph Hahn of J.P. Morgan Wealth Management.

Dave Ramsey’s endorsements of a time-share exit service did not make clear that he was being paid millions of dollars by the company, according to the lawsuit.

Despite widespread market losses, U.S. savers stayed on track last year, according to a new report from Vanguard.

As inflation moderates, next year's expected cost-of-living adjustment for retirees is getting smaller and smaller.

A Cerulli Associates report found that 58% of people in retirement and preparing for retirement said their top concern was outliving their assets.

Severe weather events are producing big underwriting losses for insurers. The industry needs to quickly adjust its risk model and pricing strategy.

It's time to fix the program that serves 70 million Americans. Congress could patch Social Security—or reimagine it. We unpack three very different approaches.

Millions of Americans are experiencing dangerous air conditions this week because of wildfires in Canada. How to protect your house.

Last year’s steep losses in stocks and bonds highlighted a divide in the investing strategies that guide funds from Vanguard and T. Rowe Price.

If you want to use tax losses from individual equities or mutual funds to offset gains elsewhere, it is key to use an accounting system that allows you to specify which shares can be sold.

Property-tax increases have been relatively muted in recent years, but they are starting to rise faster again in some municipalities as homes are reassessed.

When bond prices go down, yields go up. The 10-year Treasury note now yields 3.8%, up from a recent low of just over 3.3%.

Local governments rely on federal revenue, and any U.S. default or reduction in government aid would hit certain muni bonds.

It's time to fix the program that serves 70 million Americans. Congress could patch Social Security—or reimagine it. We unpack three very different approaches.

With a list of trusted professionals and resources at their fingertips, advisors can help clients plan for long, stress-free, and fulfilling retirements.

Financial advisors saying selling stocks to protect against a market drop can backfire.

Ronald Molo stole around $800,000 from three clients who thought they were buying tax-exempt bonds, the Justice Department found.

Major floods capture headlines, but even small amounts of seepage can be expensive. One inch of water can cause $25,000 of damage to a home, the Federal Emergency Management Agency says.