Retirement

Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.

Retirees are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.

Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

Emotion-driven decisions may result in portfolios that retirees find palatable, but they are also likely to result in lower returns.

Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

Seniors are advised to sign up for Medicare when they are about to reach the age of 65, or they face a hefty penalty for the rest of their golden years.

A retired Air Force pilot turned CFP says advisers should take a closer look at armed services personnel, and be aware of their unique needs.

President Trump's budget is expected to call for spending cuts on programs intended to help poor households, while keeping Medicare and other programs designed to assist older people.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

Continuously increasing the FRA is particularly hard on lower-income workers because they tend to retire early.

A retiree living off her portfolio suffers hundreds of dollars a year in lost income for every added basis point of fund expense ratio and advisory fees.

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.

Many government retirement benefits are taken for granted by advisers, but still confuse clients. Here's what needs special attention.