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The proposals would enhance retirement security for those who depend most on the program; plus, three ways to lower long-term-care insurance premiums.
June 20 -
Retirees diagnosed with serious health concerns should adjust their expectations on how they should spend their time and money.
June 19 -
Retirees are advised to compute how long their savings would last at specific spending rates to know how much wiggle room they have.
June 16 -
Missed compounding opportunities, steep taxes and penalties and the possibility of forced early retirement, that's why.
June 15 -
Retirement savers can ward off the risk of succeeding periods of bad returns during the early part of their golden years with the right asset allocation.
June 14 -
Spouses are generally entitled to Part A hospital coverage from the government program if the worker meets certain requirements.
June 13 -
A new company allows Baby Boomers looking for cheap accommodation to connect with homeowners looking for trustworthy people to watch their house and pets.
June 10 -
As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.
June 9 -
The decline could be attributed to poor market returns and the plans' auto enrollment feature.
June 8 -
Clients in their 50s need to save aggressively, pay off their mortgage and other debt, downsize and make the most of the tax breaks they deserve.
June 7 -
Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.
June 6 -
Some private insurance companies now offer Medicare Advantage plans, which offer many of the same benefits as the coverage in Part A and Part B.
June 3 -
Long-term investors have nothing to fear when it comes to short-term market volatility.
June 2 -
These college savings portfolios have adequate exposure to large-cap equities and other core assets, but aren't as good on more specialized investments compared with target-date funds.
June 1 -
Many Americans stop working before age 70 for health reasons. In one study, nearly 80% of workers who stop working before age 65 do so for their own health or to care for a family member.
May 31 -
Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.
May 27 -
Maintaining a diversified investment portfolio is one way for baby boomers to prepare for their retirement; plus, planning tips for older divorcees.
May 26 -
Very few retirees have incomes that equal 70% of what they earned in their working years.
May 25 -
Life after the working years may offer the time needed for lots of leisure activities, but many people aren’t prepared to pay for it.
May 24 -
Higher income may prevent retirees from qualifying for certain assistance programs because of income thresholds; plus, where retirees are moving and why.
May 23
















