NEW YORK-Without a good financial plan, retirement can be anything but relaxing. In fact, even for the affluent investor, adjusting to what should be one's leisure years takes some jarring ...

Connecticut is launching its automatic-IRA program as a pilot beginning in September, according to a recent announcement from the state. The program, MyCTSavings, has been several years in the making.

Automating your investments saves time and helps ensure consistent contributions. Workplace retirement plans, direct deposits to an IRA and automatic transfers to brokerage accounts are just a few ...

Canon Hickman is a wealth manager with Equity Concepts in Richmond, Va. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the adviser community.