-
Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7 -
To bridge the gap between employer coverage and Medicare eligibility, retirees face a number of daunting choices.
September 24 -
Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.
September 1 -
From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.
September 1 -
Clients who outlive their retirement savings are among those most at risk.
August 16 -
Seniors living overseas are advised to enroll before moving back to the U.S.
August 9 -
Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.
August 2 -
Some plan to downsize to an inexpensive town nearby.
July 15 -
The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.
June 11 -
As much as 46% believe Medicare will cover the costs of long-term care.
May 23