Medicare

Medicare savings programs, discounts on prescription drugs and rental assistance are a few ways retirees can lighten their load.

Helping clients develop a solid investment strategy is an important step to help them survive market volatility.

With pensions gradually disappearing, more retirees will have to rely on 401(k)s.

Medical expenses for retired clients may be more predictable than expected, experts say.

The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.

Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.

Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.

When searching for the right plan, it is important that retirees assume their health will one day change.

Cases often go unreported because many times seniors are too embarrassed.

Keeping their money invested for a longer period enacts the power of compounded interest growth.