How Alicia Munnell Messed Up, and Then Saved, Her Retirement
The Boston College economist and prominent retirement researcher made some surprising financial mistakes. Here's how she recovered.
Retiring? Then It’s Time to Move
Surprising insights emerge about when, where and why retirees relocate, Michael Finke writes.
Americans Defy Warnings, Still Retiring Early
From congressional hearings to research studies, one would think Americans would be getting the message that most need to work longer before retiring.
Average Retirement Age Leveling Off
Cultural and structural changes that converged to reverse a century-long decline in labor force participation may have petered out, the Center for Retirement Research says.
Easing the Looming Retirement Crisis: “Falling Short” Co-Author Offers His Insights
Life longevity is adding to an already major income gap between what most retires will need and what they are able to save.
Huge Wealth Transfer of $16 Trillion Estimated in Next 30 Years
Plan early to avoid a big estate tax hit, Wealth-X and National Financial Partners warn.
Can the Social Security Trust Fund Survive?
Understanding how the Social Security program works is key to dispelling fears and avoiding bad claiming decisions.
The Trouble With Investor Optimism
Retirees’ growing confidence has downsides.
2014 Advisor Hall of Fame
Now in its 24th year, Research magazine's eagerly awaited benchmark of industry excellence honors five.
How Behavioral Biases Affect Social Security Claiming Strategies
With Social Security planning, perception is not reality, and the wrong strategy based on incorrect beliefs will severely impact the retirement portfolio.