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A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.
April 30 -
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 -
Unfortunately, physical and cognitive decline are among potential side-effects.
April 22 -
One state has two of the top three cities in terms of boomer debt.
April 18 -
A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.
April 17 -
Tapping into these plans is one method used to prevent bankruptcy.
April 16 -
Clients are increasingly favoring accounts suited for emergency spending, research shows.
April 15 -
New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.
April 12 -
Grandparents are advised to give cash gifts without putting their future financial security at risk.
April 11 -
Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.
April 9 -
Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.
April 8 -
If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.
April 4 -
There are still several moves that clients can make to reduce their 2018 tax bill.
April 1 -
New innovations increase participation by making it easier to save and invest for retirement, an expert says.
March 28 -
Parents should have a smart plan on how to help their adult children returning to their home without putting their own retirement at risk.
March 26 -
Only about 20% of Americans know the amount of contributions they can make to their 401(k) plan, according to a new study from TD Ameritrade.
March 22 -
Dental expenses can eat away a considerable amount of retirees’ savings, but these costs are important to prevent health complications and other medical expenses.
March 21 -
There are a lot of options — and potential missteps.
March 19 -
Heavily weighting any single stock has the potential to make a portfolio more volatile.
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