Paul Norr

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.

There is a way to help reshape deeply ingrained destructive habits.

Four key features of the program hinge on reaching full retirement age.

Many government retirement benefits are taken for granted by advisers, but still confuse clients. Here's what needs special attention.

Clients may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.

There are some situations where delaying is neither feasible nor prudent. Here’s how to weigh them.

For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.

A majority of people still lack basic knowledge about Social Security. Be sure to educate your clients so they're not part of that scenario.

Your clients may lack knowledge when it comes to Social Security.

Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.