Social Security

Though it is a contrarian idea, opting to get the money sooner will net the most value.

Investors are advised to reduce their risk capacity and get their portfolio ready for the distribution phase once they are within five years of their retirement.

Ask the right questions because rules differ by country and employee classification.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.

While delaying Social Security can maximize retirement benefits and boost income, some clients have financial circumstances that make an early retirement a better option.

Get ready to have these conversations with clients given the surprising election results.

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

Advisers can turn that pessimistic outlook into better preparedness.

Help clients filter out the noise around potential changes to the system.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.