Lee Conrad

The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.

A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.

Commodities, which boomed before the crash, weighed heavily on returns the past 10 years.

The contributor was recently called to be an expert witness and realized that defending a retirement plan in court can provide a good opportunity to better understand a portfolio.

Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.

Growth funds have performed best over the past decade, outpacing value funds.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

The proposed budget includes a provision that would give Medicare recipients the option to contribute to a health savings account, which would offer various tax benefits.

Although smaller companies could be volatile, those that pay dividends tend to be more mature and profitable.

Both long and short investments focused on volatility were mostly crushed lately.