Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies
Rising life expectancies make planning a challenge, but new tools and strategies can help your clients reach their goals
When a client moves to a new employer, decisions about their employee pension plan can have a profound effect
Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans
For the first time, a second earnings ceiling will be used to determine additional contributions
Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel
A passion for sports helped kick-start Ayana Forward’s business career. Today, she runs an independent fee-only practice
New research looks at what's preventing advisors from recommending home equity release schemes
Firms need to address gaps in estate-planning support as cohort of elderly clients grows
Reducing hours and stress could entice older workers to stay employed, survey finds