Social Security

A study notes that retirees might be experiencing the “Homer Simpson” mindset, in which they choose immediate gratification without thinking about the long-term consequences.

Among current retirees, the numbers aren't much better: 60% of them have not calculated how much health care costs impact their savings.

The order is for the Treasury Department to review rules that require mandatory distributions to begin when someone turns 70 1/2, and to make it easier for small businesses to offer 401(k) plans.

Cost of living is a key consideration, but a retiree’s goals and objectives are also important.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.