Retirement planning

Certain laws may require them to maintain the coverage with their former spouse.

What clients don’t know could cost them hundreds of thousands of dollars.

The products protect clients against losses, but significant caveats emerge in the fine print.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

Pre-retirees should have Medicare or health insurance in place to cover their medical costs, along with a well-maintained investment portfolio.

Advisors are just one tool in the box.

Retirees who under-reported their income to avoid taxes will also get smaller retirement benefits than they deserve.

Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.

IRA investors should consider implementing a charitable lead annuity trust when converting some of their funds into Roth to mitigate the tax bite.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.