Retirement

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

From 19K+ submissions, FP presents a handful of the most pertinent points; here's how Charles Schwab, the Consumer Federation of America, the Investment Company Institute and others argue the rule will affect wealth management.

Social Security is getting a 3.2% boost this month — but retirees' expenses have risen by more than triple that rate since last year.

From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them.

Here's a list of Financial Planning's most important stories in the past year involving the vexing array of complexities with paying Uncle Sam.

A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?

The AARP, the Chamber of Commerce, Cetera, Betterment, FPA, CFP Board, NAPFA, FSI and other stakeholders weighed in on the agency's rule proposal.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

Issues like Medicare increases and student loan relief will impact employees' ability to plan for their financial future.

From estate planning to Medicare advice, financial advisors can offer serious value in the coming year.