Retirement planning

Some clients may be better off claiming benefits early if they are younger than their spouse and expect a shorter life span because of medical problems; Plus, what clients need to know about annuities.

Woe to the client whose advisor fails to detect these common errors.

The Wall Street Journal offered opposing opinions on the recent Social Security changes, and specifically whether the file-and-suspend claiming strategy constituted a loophole.

Jon Dauphiné, a former AARP executive, was named the foundation's executive director. He replaces Jim Peniston, who is retiring after 13 years of service.

Waiting until age 70 to claim benefits may not be the best option for all clients; Plus, 3 ways clients are unwittingly sabotaging their retirements.

Watch this next year: Digital startups like Blooom may make interesting inroads into the DC space.

People in higher income brackets can consider replacing less of their pre-retirement income than the 80% usually suggested by financial planners; Plus, five things retirees can do to navigate the current environment.

Advisors spend their whole careers planning for their clients’ retirement, but often wait too long to plot their own exit.

These savvy strategies could enrich your clients’ lives, according to Jonathan Clements.