-
As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.
June 9
-
The decline could be attributed to poor market returns and the plans' auto enrollment feature.
June 8
-
Clients in their 50s need to save aggressively, pay off their mortgage and other debt, downsize and make the most of the tax breaks they deserve.
June 7
-
Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.
June 6
-
A client says if he had been told he was eligible for a lump-sum payment for back benefits, he would gladly have taken it, even if it meant a reduced monthly benefit for life.
June 2
-
Many Americans stop working before age 70 for health reasons. In one study, nearly 80% of workers who stop working before age 65 do so for their own health or to care for a family member.
May 31 -
Be careful with Social Security and Medicare. Missteps can hurt client relationships.
May 31
-
Modifying popular claiming strategies opens up new client opportunities.
May 31
-
Be careful with Social Security and Medicare. Missteps can hurt client relationships.
May 31 -
This could help explain to clients why most should probably wait until 70 to collect benefits.
May 31
