Social Security

If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.

This strategy enables retirees to restrict their application to spousal benefits and allow their benefit to grow until they reach 70.

When your clients say they want to invest like celebrity billionaires, point out that they already have one thing in common — some years are good, some are bad.

There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security, instead of claiming benefits at 65 when Medicare kicks in.

Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.

A widely held view is that a lot of spending is wasted on “heroic” measures at the end of life, but it’s difficult to know which patients are in their final year.

They are advised to take the mandatory distribution days before the deadline to ensure that they get their withdrawal processed in time.

Millennials should start setting money aside early and consistently, but without depriving themselves.

One of the major provisions of proposed legislation would require 401(k) plans to offer annuities so participants could create new income streams.

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.