-
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 -
Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.
June 7 -
More advisers usually means more overall revenue, but not always. See how the TPMs compare on both metrics.
June 7 -
Spoiler alert: LPL has the highest AUM. That's no surprise, but where do the others rank? Scroll through to find out.
June 7 -
Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.
June 6 -
Retirees are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.
June 5 -
Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.
June 2 -
Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.
June 2 -
Emotion-driven decisions may result in portfolios that retirees find palatable, but they are also likely to result in lower returns.
June 1