Social Security

Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.

Clients may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.

Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.

ESG investing is one way to motivate young clients and boost their contributions.

The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

They can direct the payments to fund life insurance that they can use for estate taxes, charitable gifts and leave as a legacy for their loved ones.

Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.

Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.

With more Americans living past the age of 70, experts say they should not be forced to make unnecessary taxable withdrawals.