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The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.
December 18 -
Even as equities have taken a beating, I haven't received a single frantic call or text.
December 18
Mercer Advisors -
The Trump tax cut may have changed the calculus for some couples filing joint returns.
December 18 -
Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.
December 17 -
Building income streams that mimic the predictability of a working lifestyle is a delicate skill.
December 17 -
Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.
December 14 -
The following tips may help clients minimize their liability.
December 14 -
Millennials are using TDFs more than others. Digital firms are paying attention.
December 13 -
Seniors should not only have a financial plan in place, but activities to keep them preoccupied.
December 13 -
There has been a robust increase in employers' registration since the program started last year, data shows.
December 12 -
Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.
December 11 -
Working parents who paid for day care, summer camp or a babysitter on the books are advised to take advantage of this break.
December 11 -
Some people have a hard time getting their one-time pass code to log on to their My Social Security account.
December 7 -
Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.
December 7 -
Workers should urge their employers to offer this savings option in their 401(k) plans to save for emergency and unforeseen expenses.
December 6 -
The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.
December 5 -
The holidays are fast approaching, which means it is time to start doing some year-end tax planning.
December 3 -
When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.
December 3
CJM Wealth Management -
Millennials are already behind in savings compared to where their parents stood at similar ages.
November 29 -
These are the best and worst places to consider based on total tax burdens.
November 29























