Social Security

It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

Studies have found that as many as 25% of records contain errors that can reduce benefits.

If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.

Although some income is withheld, benefits can be higher down the road.

Although some income is withheld, benefits can be higher down the road.

Domestic partners who shun marriage may want to rethink those convictions. Here’s why.

Domestic partners who shun marriage may want to rethink those convictions. Here’s why.

Watch clients’ eyes light up when they are told about postponing benefits.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Watch clients’ eyes light up when they are told about postponing benefits.

Use these strategies when disability and retirement are both concerns.

Advisers say one option has clear benefits over the other.

Here’s what advisers are suggesting, just in case.

They are advised to max out tax-deductible contributions to their 401(k) plan and IRA to pay less in taxes this year.

Here’s what advisers are suggesting, just in case.

As many as 30% of accounts are either abandoned or lost because many providers can no longer locate the account holders.

By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.