Social Security

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

Seniors should have socked away at least 10 times their salary in their retirement accounts by the time they retire to secure their golden years.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved?

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.

Sebastian Dovey, Moderator, Conference Chair, Renée D. Brown, CMO, Retail Financial Services, TIAA, Steven Dorval, President, John Hancock Personal Financial Services LLC, Matt Fellowes, CEO, United Income, Roger Lee, CEO and Co-Founder, Human Interest

Experts point out that the two generations have more similarities than some advisors may think — and both present major potential growth opportunities.

If clients file for spousal benefits after reaching their full-retirement age, they can get up to six months’ worth of back benefits, but they have to ask.

Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.