Social Security

It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.

Target-date funds can help risk-averse young clients ease into investing.

Dual-income couples benefit less from Social Security.

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

Early planning for potential tax hikes is key.

Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

Depression can be a big risk for seniors as they transition to retirement.