Working with retirement clients presents great challenges and opportunities. No two clients are alike and they need personalized solutions.
Industry leaders ready with new guidance while others play catch up.
It's time to figure out if you can still take advantage of valuable claiming strategies before the door shuts forever.
File and suspend available for six more months.
Congressional budget deal provision could affect current and future retirees.
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.
Short-sighted remedy is like 'prescribing a lobotomy for a headache'.
Widows and widowers can repay benefits and collect higher amounts later.
One strategy may protect you from higher premiums next year; the other won't.
One strategy may protect you from higher premiums in 2016; the other won't.
