Social Security

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Trump's indirect plans for Social Security will take years to take hold — and if they don't work we'll be facing an even bigger challenge.

Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.

Near retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.

A combination of slightly higher FICA taxes, plus further increases in the earnings cap, could fix the program for the next 75 years.

Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.

An analysis shows low-income clients get more back from the benefit program than the payroll taxes they paid, while high-earning workers get less.

Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.

Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.