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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 -
Tapping a 401(k) isn’t good idea, so it would need to be the lesser of two or more evils. And they “would have to be pretty evil evils," says an expert.
May 31 -
Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.
May 30 -
Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.
May 26 -
Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.
May 26 -
These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.
May 25 -
Seniors are advised to sign up for Medicare when they are about to reach the age of 65, or they face a hefty penalty for the rest of their golden years.
May 24 -
President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.
May 23 -
More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.
May 22 -
Millennials change jobs more than older generations, but thinking about the future is not a huge priority.
May 19 -
A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
May 19 -
Continuously increasing the FRA is particularly hard on lower-income workers because they tend to retire early.
May 18 -
Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.
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