Retirement

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.

The stock market typically recovers from bear markets in far less time than most doom-and-gloomers think, says an expert.

Seniors who intend to get a Medigap policy to supplement their traditional Medicare coverage may have trouble getting one.

Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.

Offices remain open and monthly Social Security checks will go out on time despite the partial shutdown.

Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.

Clients may want a new plan if there have been unfavorable changes to their old plans, they want more flexibility or because of a new illness.

Being a homeowner may not be the most cost efficient move in some areas.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.

Seniors are advised to take measures to prepare for a possible shortfall in retirement income, as there is no guarantee for an immediate fix to the problem.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Benefits are meant to replace just 40% of preretirement income, so many retirees should consider creating new income sources, such as running a small business or renting out a property.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

Working longer and taking on a part-time job are two of the simple strategies for seniors to curb the impact of a market correction. But there are other tips to consider as well.

The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.

Taking these steps can help clients insulate themselves from some of the market volatility that we've been experiencing recently, says one expert.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.

This strategy enables retirees to restrict their application to spousal benefits and allow their benefit to grow until they reach 70.