A great deal of ink has been spilled and many hands wrung in the past few years over an impending “retirement crisis,” the belief that boomers will discover they have not saved enough to support themselves in retirement. ...

Coach 'em up. Fidelity Clearing & Custody Solutions is partnering with Ron Carson’s coaching firm, Peak Advisor Alliance, to provide coaching and peer learning opportunities to its advisors. Fidelity will introduce an eLearning Exchange, an on...

For some successful small business owners, retirement planning is simple (or so they believe): When they decide to stop working, they’ll merely sell their businesses to the highest bidders, experience huge economic windfalls and everything...

(Bloomberg) -- Philip Moeller is that rare person who gets two streams of income from Social Security. Like millions of other older Americans, he gets a monthly benefit. But he also gets an additional income stream from the unlikely...

Live long and prosper. | Copyright Oli Scarff, Getty Images Because women have a longer life expectancy than men, they spend more time in retirement and have to stretch their savings longer. But many female retirees are surprised by their post...

(Bloomberg) -- You deserve a raise. You also deserve more retirement security...

Now that summer vacations are over, it’s a good time to start catching up on professional literature. Here are a few reports I’ve reviewed recently that I believe are worth reading...

Watch for the shift. | Copyright Scott Olson, Getty Images Discount brokerages like Charles Schwab and E*Trade can compete with the full-service players on value and price, but a foray into the advice segment will be key, says Morgan Stanley a...

(Bloomberg) -- It’s Friday, and your paycheck is missing a zero. Even if payroll owns up to it, you could be waiting until Wednesday to get your money. Your power company is threatening a penalty for an overdue balance? Don’t...