Displaying 406 results
Gray divorce boosts poverty level for women
New Social Security rules will limit claiming options for ex-spouses.
Rethinking retirement income replacement rules
Current 80% savings target may be too high — unless you get sick.
New resolution: Create and review your Social Security statement online
If your earnings information is wrong, you may not receive all the benefits to which you are entitled.
Don’t delay on file and suspend Social Security claims
As the Social Security Administration's appointment backlog builds, consider filing online.
Top questions about new Social Security claiming rules
Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from InvestmentNews readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.
Social Security changes sting women retirees
New rules limiting Social Security strategies in 2016 and beyond could make it more difficult for many women to maximize their benefits.
When living on Social Security won’t cut it
Insured Retirement Institute offers four pieces of advice to clients retiring on fumes.
Social Security claiming strategy triage
It's time to figure out if you can still take advantage of valuable claiming strategies before the door shuts forever.
Software evolving beyond Social Security maximization
I am always amazed by the brilliance of computer software designers. They can take the most complicated financial planning decisions and reduce them to a one-click — or one-swipe — tool.
Presidential candidates can’t ignore Social Security
Exhaustion of disability trust fund in 2016 should force discussion of long-term financing issues.
Women and retirement planning: Walk a mile in her shoes
Book offers advisers insights on connecting with female clients.
Health care costs can derail retirement plans
Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
How to file for Social Security benefits online
Given long waits on the phone or for in-person appointments, online applications could be the best way to go.
New study says ‘buy term, invest the difference’ is bunk when it comes to life insurance
Standard advice leaves many Americans underinsured and unprepared for retirement.
Latest trends in the retirement income market
Capturing rollovers, satisfying income seekers in low-interest rate environment.
Tackling the challenge of 401(k)s for small businesses
A new plan design and technology aims to expand access, reduce costs.
A Social Security benefit is a terrible thing to waste
Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.
Friends are OK, as we cruise toward retirement
Author conducts her own focus group among peers.
Social Security closes claiming loophole for people with disabilities
A minor change in the Social Security Program Operations Manual System late last year resulted in a big change in the rights of people who receive Social Security disability benefits.
Nearly half of retirees wish they had retired earlier
But savings gap may force future retirees to work longer.
