(Bloomberg) -- Ron Levitt could have retired 16 years ago when he sold his bustling optometry practice in Rocky Hill, Connecticut. Instead, he kept his white coat on, found two part-time gigs seeing patients and continued working...

While the Department of Labor’s recent fiduciary ruling was aimed primarily at retirement investment advisors, including consultants, broker/dealers, insurance agents and IRA providers, it contains plenty of directives that are keeping plan...

Health care is one of the largest expenses your clients will face in retirement, and helping them make good Medicare coverage decisions is a great way to add value to the relationship...

(Bloomberg) -- Index funds often benefit from a low-cost halo. They don't all deserve to bask in that glow...

(Bloomberg) -- A decade ago, the U.S. Congress said companies could tweak retirement plans to get a lot more workers to save. The 2006 Pension Protection Act made clear that employers were allowed to automatically sign up employees for a 401...

(Bloomberg) -- It's "the first Apple Watch app for retirement planning." That's how Empower Retirement, the financial services company that administers 401(k) savings plans for more than 8.1 million participants in the U.S...

The U.S. Census Bureau estimates that by 2050, 20 percent of the U.S. population will be 65 or over. In 2010, the United States had 5.8 million seniors over the age of 85. By 2050, this number will skyrocket to 19 million...

(Bloomberg) -- Over the past decade, Americans got a crash course in money management. The financial crisis and the great recession offered a ton of lessons—the dangers of debt being a big one—while making it impossible to ignore...