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The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.
June 19 -
A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.
June 16 -
Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.
June 16 -
Many carriers offering long-term care coverage are experiencing financial woes and may no longer guarantee payments when clients need them.
June 15 -
One alternative is a hybrid long-term-care policy with features of traditional LTC insurance and cash-value life coverage that grows over time.
June 15 -
A new line of mutual funds can help retirees manage their RMDs – which many fail to take – and avoid the hefty penalty.
June 13 -
Women often have more years of low income—or no income—at some point in their careers.
June 12 -
Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.
June 9 -
Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.
June 9 -
An expert warns that "the buy, hold and forget" strategy would only work in bull market conditions.
June 8