Social Security

The benefit will be reduced if her husband dies before she turns 66. But if his death occurs after she reaches her FRA, she'll be able to collect his full retirement benefit.

It turns out that these principles aren’t limited to investment strategies.

Demystifying COLA and maximum earnings subject to tax increases.

Many pension plans are facing financial woes, with many of them reducing pension payouts to their beneficiaries.

Demystifying COLA and maximum earnings subject to tax increases.

Four reasons why this is critical when helping clients with retirement.

Clients who want to reduce their expenses during retirement may want to move to a state that doesn’t tax these government benefits.

Underestimating longevity is one of the blunders that clients should be careful not to make.

One client wishes he had known his options related to filing beforehand.