Social Security

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

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.

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

Roughly 15% of government workers are eligible to retire, but for most government jobs there is no mandatory retirement age.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Equifax's data breach may be the most serious, given that it covered 143 million consumers and involved reams of confidential information, but it wasn't the largest. Following are the biggest to date.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

Retiree savings are only as safe as the places that hold retirees' personal information, says expert.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.