Ari Taublieb, host of the Early Retirement podcast, recently pushed back on the math that drives most retirement planning.

Many people are doing OK. With record-high stock prices, portfolios have blossomed, and in the minds of clients and financial advisors, now is not a bad time to retire. “Obviously when you got the ...

Welcome to Talking T&E for Advisors, where Trusts & Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth officer at Bryn Mawr Trust, take seemingly complex estate planning issues and ...

ProjectionLab is another web app that offers comprehensive retirement planning features. Its premium plan includes tax ...

Millions of older Americans could be making a costly portfolio mistake.

These are the bases you need to cover before that last paycheck arrives.

Bring your financial advisor early—so your legal and tax decisions add up.

Hedge funds don't make sense for a lot of clients, but for high-net-worth individuals, can be an important part of a financial plan.

Retirable and Facet receive 5 stars in our analysis of firms that best meet retirees' unique needs. Retirees need financial advisors who can help them manage retirement income, minimize taxes, ensure ...

Ty J. Young Wealth Management has launched WeBuyAnnuityBooks.com, a new educational platform dedicated to helping independent fixed indexed annuity (FIA) professionals navigate one of the industry's ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more. We ...