Displaying 406 results
Demand for Social Security advice growing
Majority of future retirees threaten to switch from advisers who don't offer guidance.
Government report distorts facts and costs of reverse mortgages
The report overstates the typical cost of a reverse mortgage in today's marketplace and misinterprets Social Security claiming strategies.
Surprising Social Security rules on divorce
Nuances of the 10-years-of-marriage rule and protections from vengeful spouses.
How to fund a Social Security delay
Several strategies can cover the gap to help clients claim a bigger benefit later
A refresher course on Social Security claiming rules
New "deeming" rules can trip up claiming strategies.
Most women flunk retirement income literacy quiz
Only 18% of retirement age women can pass a basic quiz about how to make a nest egg last in retirement.
How Social Security treats the survivors of young workers
Eligibility rules are more lenient for the survivors of young workers because of their brief careers.
Dual income couples complicate Social Security earnings test
Benefits of one — or both — could be reduced due to excess earnings.
Your Social Security benefits could increase in 2018
Those who are already receiving benefits could get a boost from a cost-of-living adjustment projected for next year. But will it make up for the negative impact of rising inflation?
Rectifying Social Security’s flawed advice
Put your request in writing, enlist help if needed and don't give up.
Milestone birthday triggers crucial financial decisions
In the latest dispatch from the retirement front, Mary Beth Franklin mulls health insurance and estate planning choices.
Social Security: Later is better
New Fidelity survey shows more Americans plan to wait to claim benefits.
Reverse mortgages have an image problem
Older people generally overlook or are unwilling to consider home equity as a retirement asset.
Medicare rules differ for small business owners and employees
They must enroll when they turn 65 or face lifelong penalties.
Gray divorce presents Social Security challenges
Length of marriage, years since divorce and age of ex-spouses affect claiming options.
Strict timeline governs health savings accounts and Medicare
Beware of a six-month look-back period and tax penalties.
Using IRAs to reduce Medicare premiums
Directing a portion of required minimum distributions directly to a charity can reduce both taxes and Medicare premiums.
Lifestyle changes can add up to big savings for retirement
Regular and well-informed course corrections can help you become more comfortable financially and enjoy retirement even more.
Some compensation is exempt from Social Security earnings test
Severance pay does not count, nor do trailing insurance commissions.
Social Security rules for the twice-widowed client
Surviving spouse can choose when to collect each benefit.
