Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.
Excess earnings before full retirement age can reduce payments to both spouses.
Year-end donations can help mitigate next year's tax bite.
Sudden volatility could create short-term buying opportunity.
<i>Breakfast with Benjamin</i>: Even if the Fed isn't sure when they'll occur, retirees should be bracing for rising interest rates.
Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare
Find out what kind of information you should know before committing to one of these assisted living facilities.
While reverse mortgages can be a valuable tool for retirees, they also have risks that investors may not expect.
Women are better suited to lead household financial planning, given a few key facts about how they invest.
Is handcuffing parents while they save for the children's college education a good thing?
Eliminate over-allocations to the U.S. market by encouraging plan sponsors to add international options to menus and explaining diversification benefits to participants.
Portions of the recent decision appear to be at odds with the DOL's intentions.
Stymied by hedgerows and long driveways, local jurisdictions have found a way to look over the fences.
The relationship could work well for non-fiduciary reps who service retirement plans, but that would change if the Department of Labor's fiduciary rule proposal passes in its current form.
Pensions & Investments survey finds fund giant still tops in managing retirement assets, followed by Fidelity. BlackRock is gaining ground, helped by target date, index funds.
When clients start a financial conversation with decreased confidence and a perceived loss of control, they often resist taking action.
Advisers can provide basic education on distribution options, even if the Labor Department's proposed fiduciary rules are still murky.
Calculation of need-based aid involves many factors, including 401(k) and IRA contributions.
Is this gentrification or adding value? A familiar debate over city centers moves to the suburbs.
A few suggestions for retirement plan advisers who want to protect their clients and themselves as 401(k)s face legal and regulatory scrutiny.
