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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 -
Dental expenses can eat away a considerable amount of retirees’ savings, but these costs are important to prevent health complications and other medical expenses.
March 21 -
There are a lot of options — and potential missteps.
March 19 -
The worst thing you can do during a stock market crash is panic and sell your stocks near the market bottom.
March 6 -
The government needs to improve cost-of-living adjustments to ensure that retirees can cope with inflation, says an expert.
March 1 -
Retirees who opt to file at a much later date can earn delayed retirement credits that could boost their benefits by as much as 32%.
February 15 -
Even middle-class households who have health insurance are at risk, as a researcher points out that they are the ones who filed for the most bankruptcies.
February 12 -
Maryland and New Jersey are among the least-appealing places for employees to spend their post-work years, due in part to affordability, health costs and overall quality of life.
February 12 -
One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.
February 8 -
Seniors are more likely to opt for the standard deduction, which increased under the new tax law, but those who want to maximize their deductions have several considerations.
February 5 -
Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?
January 30

















