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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 -
Clients' references to being overwhelmed or dealing with a family member’s memory loss can serve as catalysts.
May 10 -
A market correction only becomes a real risk if investors act and make buy or sell decisions to alleviate mental anguish today at the expense of tomorrow, says an expert.
May 3 -
Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.
April 26 -
“Health care prices are increasing at levels that significantly exceed overall inflation,” an expert warns.
April 23