Resources

The political climate around the new president and the fiduciary rule have prompted greater caution, advisers say.

Watch this short video to learn more about estimating likely health care expenses in retirement

Help your clients understand the misconceptions about Medicare costs

Risk appetites have risen, but some worries are coming to the forefront, particularly around rising interest rates and health care costs, advisers say.

A series on healthcare costs in retirement

Advisers must understand the complexities of Social Security benefits available.

Why clients should prioritize savings and not depend on benefits.

Clients can withdraw claims and reapply at a future date, with some restrictions.