Social Security

The claiming process has become more complex. Here's how these programs can cut through the clutter.

In about 30% of large companies, seniors can opt to work part-time or engage in job sharing with co-workers.

By educating themselves and clients about these possibilities, advisers can diffuse some retirement planning worries.

Advisers must be well-versed in the intricate rules and options that are available.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Advisers must be well-versed in the intricate rules and options that are available.

Advisers must be well-versed in the intricate rules and options that are available.

One approach shows how clients can use their health savings account to cover premium payments.

People who've prepared may still run out of money in retirement if they fail to create a budget or underestimate the amount they need.

The Windfall Elimination Provision may reduce the amount of retirement income clients are expecting.

Some seniors shop around for the most affordable health insurance and less expensive drugs every year.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Retirees over 65 will no longer be able to contribute to health savings accounts once they file for benefits.

Taxes are the top expense that seniors don't plan for enough, but dental costs and hearing aids are also on the list.

The lawsuits claim the universities failed to follow ERISA laws since retail mutual funds were among the investment choices instead of lower-cost versions.

Why they should stay up-to-date with mergers and the financial difficulties of their past employers.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Next generation retirement planning combines Social Security and portfolio withdrawal strategies.

While it is understandable for parents to support their children's athletic goals, they should learn to cut back on other expenses.