Longevity strategies

One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.

About 77% of people 50 and older want to stay where they are as long as possible, according to a survey. But clients who want to — or have to — move, have a number of options each with pros and cons.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

Offices remain open and monthly Social Security checks will go out on time despite the partial shutdown.

The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.

Sometimes a planner's advice can go awry, despite best intentions.

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

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

Clients making arrangements for family caregivers need to communicate their plans to other relatives to avoid squabbles down the road.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

While seniors are often encouraged to lead an active lifestyle in retirement, too much activity may do more harm than good, according to one professor.

Here's four reasons your business might be struggling and what you can do about it.

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

Medicare Part B premiums will stay flat next year, but most retirees will still pay more.

The strategy could provide lifelong cash flow by trimming longevity risk.

Advisors are just one tool in the box.

Most fortunes disappear by the time grandchildren have taken control.

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

Policy owners who take out loans may need a rescue — but not all life preservers are created equal.