John Manganaro

Bill Bengen never intended for the recommendation to become a baseline for retirement income spending, despite its popularity among prominent financial planners.

Federal grants have helped keep Medicare Part D prescription drug costs down, but they're set to end next year.

A major Supreme Court case and proposed Labor Department rules on investment selection in retirement plans are just part of the story.

Portfolio managers expect both big waves and ongoing ripples as indexes, passive strategies and active investors adjust to blockbuster tech IPOs.

It's usually not by eagerly scooping up shares of a company before it has met the standards of inclusion for key indices like the S&P 500.

The right choice depends on client preferences about cost predictability and risk management.

There's an increasing amount of scientific evidence pointing to the importance of good sleep hygiene for cognitive health in retirement.

The financial planning tools advisors rely on are evolving from recommendation engines to direct advice enablement, which could help both advisors and their clients.

Financial conversations often focus on accumulation, but protection also matters in a holistic plan.

There's a sizable gap between what everyday 401(k) plan investors expect from private-market valuations and the current industry standard.