Forbes contributors publish independent expert analyses and insights. Aisha Nyandoro is a leading voice on equitable economic policies. How Empathy and Innovation Can Close the Retirement Gap, ...

Social Security has been at the center of a whirlwind of developments this year, and financial advisors are watching closely. Since January, the program has generated headline after headline. Call ...

Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) ...

Despite steady confidence levels, American workers and retirees continue to voice serious concerns about the long-term viability of Social Security and their ability to manage rising costs, according ...

When it comes to retirement planning, financial advisors are always looking for an edge. Could these strategies get them ...

In 2024, a new law took effect allowing tax- and penalty-free rollovers from a 529 college savings plan to a Roth IRA, ...

In financial planning, success is typically measured by one primary metric: asset accumulation. Traditional financial advisers emphasize portfolio growth, rates of return and retirement savings, ...

When I was 18, my mom gave me a sum of money she had been investing for me since I was around 4 or 5 years old. For most, it wouldn’t have seemed like much, but as a college-bound teenager, I felt ...

For millions of Americans, including federal employees and annuitants, Social Security and Medicare represent foundational pillars of retirement, providing financial support and health care coverage.

Planning for the great wealth transfer means financial advisors must educate unprepared generations where they are.

Christopher Hendrix sees Social Security as a “supplement” to his retirement income in the future, but not as something he should expect or rely on. Hendrix, 24, and a National Youth Advisory Board ...

Many Americans consider drawing Social Security at 62 while continuing to work full time, but a special rule often missed by retirees can cost thousands of dollars. The full retirement age for those ...