Social Security

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.

Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.

82% of surviving spouses could have collected a higher benefit if they did things differently with their filing, according to a new report.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.