Social Security

Do your clients have their ducks in a row?

“The big issue here is being able to maintain your standard of living,” an expert says.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.

The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.

Many clients are “denying themselves today for fear of what could happen tomorrow,” an expert says.

Aside from cutting spending and contributing to a Roth account, investors are also advised to sock away at least 10% of their annual earnings.

These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

The cost of health care before retirement is inherently more volatile than after, according to an expert.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.