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Some older Americans worry that if they return to work, they'll get less money from Social Security. In fact, the opposite is true — but advisors need to get the word out.
October 6 -
The two retirement giants are collaborating on a new program to make the transfer of savings automatic.
October 6 -
Republicans are unlikely to see eye-to-eye with Biden on fixes for major social programs if they retake Congress in November.
October 4 -
Amid fears that inflation will eat away at their savings, a growing number of older workers are putting their retirement plans on hold, a new study found.
September 30 -
At first glance, the reduced premium for Medicare Part B looked like an untempered win for the Biden administration. The reality is much more complicated.
September 30 -
A New Yorker about to retire considers buying property across the pond. Should she take the plunge? The experts weigh in.
September 28 -
Premiums for Medicare Part B, which covers outpatient care, will decrease for the first time in a decade.
September 28 -
As stocks slide, public pensions are feeling the pain, leaving city governments to pick up the slack.
September 27 -
Pro athletes and pop stars think their fame will last forever. Financial advisors need to plan for much shorter careers.
September 26 -
Retiring overseas can be a great option for seniors seeking adventure and cheaper healthcare. Here's what they should know before they hop a plane.
September 26 -
In a time of economic uncertainty, investors are looking to make the most out of their IRA savings.
September 23 -
Plan sponsors will need to pull together details involving non-discrimination testing and government reporting, as well as recordkeeping and pre- and post-transfer documentation.
September 23 -
In its first few months, the pandemic caused more job losses than the Great Recession. But unlike that crisis, COVID didn't stop employees from saving.
September 21 -
Achieving a certain dollar amount in retirement isn't the only thing you'll need to consider when deciding on a planning strategy.
September 20 -
Today's consumers expect a user-friendly experience from almost every app or website. But there's one area where they're not getting it: retirement.
September 16 -
Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.
September 14 -
Old rules of thumb on spending are being tested by the tough economy and soaring rents.
September 14 -
With a prediction of a historically high Social Security COLA, some worry about tax consequences
September 13 -
Podcasting, a killer website, great marketing and freedom to focus were among the reasons why the team left.
September 13 -
Investors tend to "chase yield" in tough economic times, but there's a price to that.
September 13


























