Not inclined to sit on a beach or golf for your third act? Start working on it early, be prepared for trial-and-error and keep your next act mission firmly in mind when you hit a wall.

If you haven't signed up in advance for Social Security "Representative Payee(s)" your or your parents' estate planning job isn't done.

The escalating human and economic costs of climate disasters mean policy risks are rising as well. Investors need to consider the risk of asset re-pricings by 2025.

Despite being a top client 'want', financial advisors' pricing is unclear for most clients, and customer confusion is actually rising, according to Hearts & Wallets, a financial data and analytics researcher.