Retirement planning

Depending on savings, some retirees can buy inflation-adjusted immediate annuities while others are advised to work longer; plus, retirement wishes vs. reality.

Creating a prize-linked saving program is an effective way to encourage more people to save for retirement; plus, how couples can make smart decisions together.

Most people focus on the conventional wisdom that they'll need 70% of pre-retirement income instead of the things they'll need to give up; plus, required minimum distributions and real estate are a tricky combination.

Many investment products are still designed with men's needs in mind, despite studies that show women are more active in saving for retirement.

Dollar-cost averaging is not a good strategy for retirement investors to manage risk in their portfolio; plus, a widow's Social Security options.

Clients have the option to invest in an IRA certificate of deposit to save for retirement; plus, the benefits of an HSA over a 401(k).

Clients who want to buy property abroad using assets in their 401(k) or IRA should take steps to make sure funds will be available when they need it; plus, why probability software is unreliable for retirement planning.

A study finds that the percentage of older Americans over 75 who take five or more prescription drugs jumped to 47% in 2011 from 24% in 1999; plus, who is exempt from Social Security taxes.

A handy cheat sheet of some of the most useful Social Security planning strategies.

If you’ve only made note of birthdays and anniversaries, you’re missing out.