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Most retirees (95%) of retirees who work with financial advisers during the first two years of retirement to discuss spending find it valuable, but just one in five...

One of the more well-known Aesop’s Fables is the story of “The Ant and the Grasshopper.″

The majority of wealthy business owners have no succession plan in place, but many want to keep working.

As a result of a difference in their length of time in the workforce, women who were older than 50 in 2006 were much less likely to have...

Investors looking for a new measure of socially responsive portfolios can now tap into one that purports to track the performance of companies that adhere to Dharmic principles.

Democrats are frequently characterized as “tax and spend″ by those on the other side of the political spectrum.

A new Lincoln Retirement Institute survey of Baby Boomers and retirees (age 42+) reveals the majority would like a retirement planning do-over.

John Hancock Retirement Plan Services (JHRPS) has turned to Paul Fichera as Senior Vice President of Sales Development Services.

Three-quarters of high net worth (HNW) individuals point to retirement planning as their most important financial activity – calling the process “absolutely essential″ or “very important,″ a new...

Baby Boomers appear to be talking more with their adult children about family finances than with their parents, a new study says.

Incorporating a fixed income annuity in a retirement income account yields greater long-term wealth for an investor, and more income security, than a portfolio of equity and bond...

Men and women both think they and their partners are on the same page about saving for retirement, a new study conducted by Harris Interactive for The Wall...

BISYS Retirement Services, on Monday unveiled its new name: Ascensus.

As anyone who has kids – or who lives in a neighborhood that has kids (or lives in one in which kids can enter) can attest - Halloween...

I was at a conference a couple of weeks ago, when the CEO of a large, national consulting firm stood up and commented on the increased fiduciary burden...

I was at a conference a couple of weeks ago, when the CEO of a large, national consulting firm stood up and commented on the increased fiduciary burden...

The Government Accountability Office (GAO) has issued a report detailing the impact of specific changes to Social Security and retirement benefit laws could have in helping to narrow...

We frequently tell investors that the past is not a reliable portent of future performance – but it does have a bearing on how we worry.