Robo-advisors are the self-driving cars of personal finance. So why are they not necessarily good for Gen X and millennial retirement savers?

You can help clients protect themselves against claims of senior financial fraud by doing these two things.

When considering Social Security Delayed Retirement Credits, it's helpful to know a few nuances before making a decision.

Keep an eye on two areas that could make a big impact on both Social Security and the overall U.S. economy -- and be key to your clients long-term financial security.

As young people tune into Social Security, they are awakening to just how much the scales have tipped against them.

Many affluent households lack the budget flexibility to keep saving and investing consistently. Why?

Any type of retirement plan your employer clients choose will soon be better than the alternative a retirement plan version of Obamacare.

If your client continues to work and has employer-provided health care coverage at age 65, they may want to rethink enrolling in Medicare.