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Careful planning can help prevent them from shrinking their benefits based on misperception.
June 27 -
It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.
June 25 -
Dual-income couples benefit less from Social Security.
June 19 -
Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.
June 18 -
Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.
June 17 -
Early planning for potential tax hikes is key.
June 17 -
As much as 46% believe Medicare will cover the costs of long-term care.
May 23 -
Asset reserves are projected to become depleted in 2035, a year later than previously estimated.
April 22 -
A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.
April 17 -
Clients are increasingly favoring accounts suited for emergency spending, research shows.
April 15