Retirement scan

Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.

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.

Long-term investors have nothing to fear when it comes to short-term market volatility.

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.

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.

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.

Maintaining a diversified investment portfolio is one way for baby boomers to prepare for their retirement; plus, planning tips for older divorcees.

Very few retirees have incomes that equal 70% of what they earned in their working years.

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.

Higher income may prevent retirees from qualifying for certain assistance programs because of income thresholds; plus, where retirees are moving and why.

For Vanguard founder John Bogle, the "tyranny of compounding costs" makes the difference between investors who win and others who lose.

Buying a home is generally considered better than renting, but some retirees may find the opposite is true in their situations.

Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.

A property would have to "perform sensationally" to make up for the hit to the investor's retirement savings; plus, how to overcome income shocks.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.

Taking advantage of this perk can help clients get much closer to securing their retirement; plus, what couples need to know about Social Security benefits.

The federal plan does not cover some things such as hearing aids and dental care; plus, how age differences in couples affect their Social Security.

Excess cash and over concentration in specific assets can lead to trouble.

How working longer can help elderly clients overcome a retirement benefit shortfall; plus, why basing a client's retirement plan on inheritance is a grave mistake.

Investors often think their time and savings are running out and micromanage their investments despite having hired a financial adviser.