Helping Millennials Plan Ahead
Given the already rising costs of long retirements, millennials will need to start saving as soon as possible to realize their goals.
The Third Rail of American Politics Is Live
The Congressional Budget Office's economic outlook for the next 10 years, released in late January, found that the federal deficit will balloon to 4% of GDP by 2025 from 2.8% today, thanks in large part to entitlement programs like Social Security.
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by Advisors
Advisors who don’t help their clients claim Social Security are leaving money on the table — and may face liability issues.
The Evolving Idea of Retirement
History provides perspective for making retirement decisions today, Michael Finke writes.
Retirement Planning and Obama’s 2016 Budget
While backers say the budget will make it easier to save for retirement, experts have mixed opinions on its potential effects on seniors.
Must Have Certifications And Designations For Retirement Planners
Helping others to realize their dreams is certainly no easy matter. It requires financial smarts, the right credentials, and no small measure of passion.
Will The Average Retirement Age Increase?
Regardless of the official retirement age, more workers are planning to stay on the job longer.
Addressing the Retirement Needs of Widows and Widowers
According to the US Census Bureau, 14 percent of unmarried American citizens are widows or widowers.
Obama Sets Up Social Security Showdown
The White House's 2016 budget contains a proposal to reallocate some payroll tax money from the old-age program to the dwindling Disability Trust Fund.
Majority of Medicare Advantage Enrollees Switching From Traditional Medicare
A majority of seniors who enrolled in Medicare Advantage between 2006 and 2011 actually switched from traditional Medicare, a change most common among 65- to 69-year olds.