Social Security

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.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.

Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.

82% of surviving spouses could have collected a higher benefit if they did things differently with their filing, according to a new report.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

States with unfunded public employee retirement obligations will have to rely on real estate property as their ultimate collateral to deal with the risk.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.

Retirees may have gotten out of the workforce too early if they are not yet eligible to claim health coverage through Medicare.