White paper says financial services firms must adapt to the threat or pay the price.
To maximize benefits over the couple’s joint lifetimes, claiming her Social Security benefits early will likely result in the largest payout.
The level of knowledge is improving but the public still needs guidance on decisions about claiming benefits.
A report from the Alliance for Lifetime Income calls for new retirement income model that includes annuities.
A Fidelity study underscores the importance of financial planning, but reveals that the term means different things to people of different ages.
The National Association of Registered Social Security Analysts' program qualifies for CFP and CPA continuing education credits.
One of the silver linings of the pandemic is the Social Security Administration has made it easier to conduct business online and over the phone.
When to claim Social Security is the top question for new retirees.
When a family member dies, the Social Security office will often ask for the last check back.
Financial advisers are being bombarded with questions about whether clients need to enroll in Medicare.
