Margarida Correia

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Community Bank & Trust of Florida switched its program after a 16-year relationship with Invest Financial.

Some 1.4 million participants in private pension plans may be facing stiff pension cuts that could come as soon as 2028.

A client dramatically increases her retirement income, thanks to guidance from her advisor.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

Seniors receiving pension payments should ensure that their tax withholding is enough to cover the tax liability on the income and avoid trouble with the IRS.

The advisor told the client that she could pre-pay her advisory account fees at a discount by writing him a $7,400 check, FINRA claimed.

Contrary to what many people think, Social Security will continue to pay benefit payouts to future retirees even after the program exhausts its trust funds by 2034, says expert.

The former J.P. Morgan wealth executive will replace Don Heberle, who left his post at the end of March.