Social Security

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.

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

Retirees may want to look for other income sources, such as renting out a room in their home, taking a reverse mortgage or going back to work.

Creating an irrevocable trust is an option for elders to protect themselves from people who want to take advantage of their declining health and benefit from their wealth.

Instead, focus on things as they are today, and the most likely scenario for tomorrow, while remaining flexible enough to accommodate changing circumstances.

Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Trump's indirect plans for Social Security will take years to take hold — and if they don't work we'll be facing an even bigger challenge.

Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.

Near retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.

A combination of slightly higher FICA taxes, plus further increases in the earnings cap, could fix the program for the next 75 years.

Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.

An analysis shows low-income clients get more back from the benefit program than the payroll taxes they paid, while high-earning workers get less.

Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.

Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.