American Century Investments' Rich Weiss describes the philosophy behind how the firm develops its target-date funds' glide path.

The allocations underpinning these vehicles are a function of the peculiar belief in that stocks are the best way to save for retirement.

Careful consideration and consultations regarding the current tax implications are key.

In states where it's available, a medical orders for life-sustaining treatment form can be a valuable tool for ailing clients.

There are a few blinds spots that get in the way.

Self-directed IRAs, unlike the traditional kind, can open up the possibility of buying real estate directly for individual investors.

They may not think of themselves as wealthy, but government employees can often approach their financial planning as if they are, thanks to an attractive collection of benefits. 

Even as the Trump administration races to finalize a rule restricting ESG investments in retirement plans, there are still a number of ways in which a Democratic win next week could reverse the decision, according to a panelist at Money Management...