Social Security Administration

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.

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.

Help clients avoid costly mistakes when enrolling in these essential programs.

A 7.3% hike warrants attention, and advisers can help ease the transition.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.

Here’s what advisers are suggesting, just in case.

Here’s what advisers are suggesting, just in case.

For one strategy, clients should create income streams that have built-in protection, such as Social Security and long-term insurance.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Advisers must be well-versed in the intricate rules and options that are available.