Social Security

The SSA may tell your clients they can’t use this filing strategy. But author and consultant Brian Doherty says the agency is wrong.

Seniors will have to pay income taxes on a certain portion of their benefits if their taxable income plus 50% of the benefits exceed a certain threshold.

Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.

For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.

Premiums appear to be stabilizing finally and even dropping in some states.

The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.

About that tax deduction, it’s not enough of a reason to keep a mortgage. Remember, it’s only a deduction, not a credit.

Certain clients may consider donating directly from their IRAs.

Those new to Medicare may not realize they need to buy a separate policy to cover prescription drugs. There are some partial exceptions, but even in those cases, coverage can vary.

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.