Social Security

Investors often think their time and savings are running out and micromanage their investments despite having hired a financial adviser.

They also should reduce spending as much as possible and keep their investments in stocks for greater returns; plus, planning for the gig economy.

There's a window of opportunity before clients reach age 70 ½ to mitigate some of the bite.

Here’s how to avoid the convoluted interplay of factors that can lead to alarmingly high rates.

An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.

A handy cheat sheet of some of the most useful Social Security planning strategies.

As they reach retirement, clients particularly need help in this area. Get yourself situated to help them.

Soon-to-be extinct strategies, facts and trends advisors should keep in mind when working on retirement and tax planning.