Social Security

One approach shows how clients can use their health savings account to cover premium payments.

People who've prepared may still run out of money in retirement if they fail to create a budget or underestimate the amount they need.

The Windfall Elimination Provision may reduce the amount of retirement income clients are expecting.

Some seniors shop around for the most affordable health insurance and less expensive drugs every year.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Retirees over 65 will no longer be able to contribute to health savings accounts once they file for benefits.

Taxes are the top expense that seniors don't plan for enough, but dental costs and hearing aids are also on the list.

The lawsuits claim the universities failed to follow ERISA laws since retail mutual funds were among the investment choices instead of lower-cost versions.

Why they should stay up-to-date with mergers and the financial difficulties of their past employers.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Next generation retirement planning combines Social Security and portfolio withdrawal strategies.

While it is understandable for parents to support their children's athletic goals, they should learn to cut back on other expenses.

The Social Security trust fund only invests in U.S. Treasuries, which have seen yields fall to historic lows.

Why timing is so important for college graduates when making contributions to the 401(k) plans where they work.

Even index funds don’t necessarily escape workers' scrutiny when looking for unnecessary costs.

10 financial planning tips and strategies for planners to help same-sex couples.

How a mid-year investment review impacts what a client pays the IRS. Plus, best corporate structures for small business owners, and what older female clients need to know about divorce settlements.

Retirees may receive no increase in benefits in 2017, as the Social Security Trust Fund says that the cost-of-living-adjustment could range between zero to .7%.

Congress can help by creating a law that will enable states and local governments to lower the benefits they promise their employees.