Paul Norr

Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.

While many are woefully uninformed about the mechanics of Social Security, better information alone is not enough to guarantee better claiming behavior.

How to maximize government retirement income for couples, irrespective of their marital status.

Payouts to spouses and survivors appear similar but are different enough to cause headaches.

By educating themselves and clients about these possibilities, advisers can diffuse some retirement planning worries.

The Windfall Elimination Provision may reduce the amount of retirement income clients are expecting.

It may not be sexy, but thoroughly reviewing a client’s estimated income and expenses is key, says contributor Paul Norr.

It may not be sexy, but thoroughly reviewing a client’s estimated income and expenses is key.

It may not be sexy, but thoroughly reviewing a client’s estimated income and expenses is key.

Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.