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Skilled care — whether at home, in an institutional setting or by a professional caregiver — is one of the most significant financial demands clients face in retirement.

A couple of years ago a nurse named Bronnie Ware, who counselled patients in their final 12 weeks, published a book called The Top Five Regrets of the Dying. While the five regrets made the rounds back then, we thought they warranted another look.

When financial planner Darcie Guerin’s 20-something daughter informed her she was getting married, Guerin says she replied, “Well, if you want me to come to the wedding, you and your fiancée have to first have your HIPAA and Power of Attorney forms signed for me.”

Most Americans have long ago come to the conclusion that retirement isn’t going to be all travel and tennis.

Advisors know well that being wealthy doesn’t guarantee happiness (just as Lennon and McCartney knew that money can’t buy you love), but it seems that there should be some correlation between wealth and happiness.

Genworth study breaks down costs for adult day care, home-based help and nursing homes.

View the “It’s your money” Financial Planning Workshop.

Changes in both demographics and tax laws require a massive rethinking of estate planning strategies.

Failing to take action or making the wrong moves can be costly for you and your heirs. Here are six blunders experts told us they see most often, and what to do instead.

The Social Security expert on why high-income clients fail to plan at their peril, and why to never ask the SSA for advice.