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.
Learning Retirement Lessons From Millennials
When it comes to retirement planning, baby boomer workers should definitely take a cue from their millennial colleagues.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
Searching for Sustainable Retirement Income? Here’s an Obvious Solution
Finding the source of stability in retirement might not be as complicated as many advisors think. Our research shows why.
Social Security Benefits to Rise 1.7% in 2015
In 2015 Social Security benefits will rise by 1.7 percent per the annual cost of living adjustment (COLA), affecting more than 58 million beneficiaries.
Can the Social Security Trust Fund Survive?
Understanding how the Social Security program works is key to dispelling fears and avoiding bad claiming decisions.
Senator Says Spending Bill Ready Soon, Vows to Fight Social Security Cutters
Senate Appropriations head Barbara Mikulski sees the incoming GOP-controlled Congress as likely to reduce the number of Social Security field offices.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.