Best States To Retire: A List — And How To Find More Lists

Advisers whose retirement planning strategy for clients is to beat the market need to confront a difficult truth: They have no strategy. For years, clients have asked their advisers to outperform the markets to a degree that it has become a mantra. The problem is that the goal in this scenario isn’t related to

Prince's Estate Issues Underscore the Importance of a Will
By  Mike Eklund Learn more about Mike on NerdWallet’s  Ask an Advisor  Music legend Prince died at age 57 this year, shocking fans everywhere. With no current wife or children, he is survived by six siblings and left an estate estimated to be  worth more than $100 million . I grew up in Chanhassen, Minnesota,

What You Must Know About Social Security
For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical to funding your retirement dreams. The rules for claiming benefits can be complex, and recent changes to

Client Contributions To Retirement Programs Rise
As tax season came to a close, advisers reported their clients were busy contributing to their retirement plans up until the April 17 deadline. This month’s Retirement Adviser Confidence Index — Financial Planning ’s monthly barometer of business conditions for wealth managers — remained comfortably in positive

5 Expenses That Will Change in Retirement
You have a rough idea of how much your electric bill will be next month. You don’t know, however, how much your electric bill will be in 30 years (feel free to sub in your own expected retirement date). That’s due to a combination of factors, many outside your control: things like inflation, advances in technology