Life events may include marriage, having children, career growth, home purchases, and for many of my clients, beginning to think seriously about retirement savings. With many conflicting goals ...

When planning for retirement, particularly for single women, start by identifying goals and a long-term vision for your client’s life. Key questions include: Do you have children, or do you want ...

During his stretch in the Oval Office, President Dwight D. Eisenhower kept a tight grip on his time. He asked his staff to separate requests that reached his desk into two categories — important ...

Most clients lack the financial knowledge or tools to manage this task effectively. Nearly half of Americans (48%) don’t know how much they’ll need to save for retirement, according to ...

Financial advisers should consider addressing these figures with clients to set realistic expectations for retirement budgets and help avoid unpleasant surprises later. With advances in healthcare ...

In conversations with clients, it is often retirees, and those closing in on retirement, who are paying the closest attention to the stock market and expressing nervousness, said Rob Williams ...