Early Social Security Claims Are Hurting Retirees
The vast majority of recent retirees are claiming Social Security benefits earlier than full retirement age, and it’s costing them significantly, a new study shows.
How to Get Social Security Benefits From an Ex-Spouse
In a blog post, Carrie Schwab-Pomerantz of Schwab addresses a reader’s question: “Does my ex need to be involved to file for benefits?"
Is Financial Wellness Finally Taking Off?
For years there's been lots of talk about the benefits of financial wellness programs.
Is Using Big Data Price Optimization — Or Price Gouging?
Insurance provides a valuable bulwark in case of loss, but also allows clients to sleep at night. Peace of mind is worth a premium — but how much?
Small-Business 401(k)s Follow Large-Plan Trends: Vanguard
Vanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
Some retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.
10 Best Cities for Retirement: 2015
WalletHub recently ranked the 150 most populated cities based on how well retirees can live affordably, stay busy and find health care.
Social Security May Extend Spousal Benefits to Gay Couples
Attorneys in federal suits seeking benefits say the SSA will provide retroactive benefits to the spouses, widows or widowers of same-sex partners.
Retirement Confidence Dips; Workers Not Counting on Social Security
In a wide-ranging study from Transamerica, 14% of younger respondents see work as their primary income source in retirement.
10 Cheapest States for Retirement Health Care
Looking to guide your clients to states where their health care will cost substantially less? Here's your cheat sheet from HealthView Services.