One spouse must wait until age 66 to exercise creative claiming strategiesThat's the magic number for maxing spousal benefits
Former employees tempted by penion buyout offers, but most better off with income stream
Pre-packaged seminars on key topics designed to attract and retain pre-retiree clients
Co-mingling assets in model plans would create scalable cost efficiencies
New survey shows few advisers are confident discussing medical costs; big price for ignoring the topic
A new study reveals that middle-class workers are not particularly spooked by their prospects for retirement. They should be.
Sometimes it makes sense for one spouse to claim benefits early.
But catch-up contribution caps for workers 50 and older remain unchanged
The Social Security Administration on Tuesday announced that the cost-of-living-adjustment for 2013 will be a measly 1.7%. And as Mary Beth Franklin points out, that small increase could be gutted by hikes in Medicare premiums.
