Social Security

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.

Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.

Building income streams that mimic the predictability of a working lifestyle is a delicate skill.

Seniors should not only have a financial plan in place, but activities to keep them preoccupied.