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While many are woefully uninformed about the mechanics of Social Security, better information alone is not enough to guarantee better claiming behavior.
October 24
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One idea is to ensure clients are investing the right types of assets in the right accounts to take full advantage of appreciation and tax-exempt status when possible.
October 19
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Tiny COLA increases set for 2017; taxable earnings threshold also raised, making tax less regressive.
October 18
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Failed marriages for aging baby boomers has doubled, forcing them to work longer and impacting financial planning, sometimes in the wrong way.
October 18
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Planners and brokers alike must revisit their policies and procedures, caution legal and compliance experts. Here’s where to start.
October 13
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Seniors are advised to get health insurance to complement their Medicare coverage and hire a health care advocate and billing specialist.
October 13
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These kids "are making bad choices, but they don’t realize it because everybody around them is making bad choices, too," says this fee-only adviser who specializes in advising members of the armed services.
October 11
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An expert warns that investors will have to contend with lower returns in the future, as stocks are currently high-priced.
October 7
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Dupree Financial Group was censured for shortfalls that firm's founder insists were not indicative of a lax compliance culture.
October 7
