Most beneficiaries don't switch plans during the annual open enrollment period, but retirees can save money by reviewing their drug coverage options.
Next year's cost-of-living adjustment will be the largest increase in retirement benefits and taxable wages in 42 years.
Tax-loss harvesting and charitable contributions can lower what retirees owe the IRS.
Boomerang workers may have to rethink their plans for claiming Social Security.
The Retirement Income Style Awareness profile matrix matches clients' preferences with financial solutions.
Most advisers agree they should be providing health care advice, but they say they need better tools.
Widows and widowers can boost their survivor benefits by waiting until their full retirement age to claim.
As clients consider the different types of coverage, they need to ask the correct questions and observe sign-up deadlines.
It seems like a good time to review the who, what, when and how much of Social Security spousal benefits, and the different rules — and benefit amounts — for spouses versus survivors.
Beware of accidentally disenrolling in Medicare. If you keep Medicare coverage, you will need to pay your premiums directly to CMS.
