Insurance

3 viable options for under-65 clients trying to bridge the gap between quitting work and Medicare.

From deciding whether to combine finances when getting married to when it's right to start claiming Social Security in retirement, financial advisors can help clients navigate life's financial questions.

Even though there's not a way to predict who might face the next wave of layoffs, advisors can help clients prepare their finances.

Giving serious thought to plan benefits and costs early on will attract top talent and establish a workplace where employees know their personal well-being is valued.

A vast amount of American wealth is never taxed for Social Security. Why not close the gap?

The president says his plan will keep the program solvent into the 2050s, "without cutting a penny in benefits."

Two decades ago, a researcher at TIAA came up with a brilliant invention, but no insurance company would touch it. Has its time finally come?

Republicans booed when President Biden accused them of wanting the benefits to "sunset." But was he telling the truth?

Congress is gearing up for another debt war, and the collateral damage could include Social Security, Medicare and the stock market.

A New York retiree is running out of options to pay for her sick mother's home care. Can advisors help her navigate the Medicaid maze?

2022 was full of under-the-radar revolutions for the way Americans retire. Here's what happened and what it means for 2023.

Appraisal and eventual sale on the secondary market of a policy no longer needed can make sense for older clients, says an industry expert.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

A soon-to-retire woman wants to travel in her golden years but needs an aide to look after her mother. Will Medicare chip in?

The No. 2 GOP member said Democrats are mischaracterizing the party's proposals as cuts to benefits.

At first glance, the reduced premium for Medicare Part B looked like an untempered win for the Biden administration. The reality is much more complicated.

Premiums for Medicare Part B, which covers outpatient care, will decrease for the first time in a decade.

Mechanics Bank in Walnut Creek, California, has signed up to be Inclined's first partner.

Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.

American seniors lose much of their income to medical expenses. A new law aims to change that.