Retirement

The average recipient will receive $25 more a month in 2018.

About 28% of seniors polled by Nationwide claimed that their lives worsened after they retired.

The annual cost-of-living adjustment could increase by as much as 2% due to inflation spurred by recent hurricanes.

The strategy delivers good returns while addressing clients’ fears, if executed properly.

Social Security, pension type, and education are factors that have contributed to the rise in the retirement age since the mid-1980s.

The right debt strategy can help clients make better decisions with capital allocations.

The products protect clients against losses, but significant caveats emerge in the fine print.

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

Clients should not assume that Medicare will cover all their medical expenses, or that they'll see a decrease in their expenses after they retire.

Most retirees said they adapted to their situation of having limited retirement income and they have had few regrets, according to a survey.

The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

Nearly two-thirds of future and recent retirees are worried there will be cuts to the program under the Trump administration. And an even greater percentage think that it needs to change.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

Advisors are offered new automated tools to help clients manage a life after work.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.