Results for "On Retirement"

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Older boomers embrace retirement, study finds

December 6, 2017

A funny thing happened on the way to retirement. For many boomers, fear of the unknown gave way to contentment once they got to the other side. Six out of 10 retired boomers feel better than expected about their retirement, according to a new...

Last chance for clients to save on drug costs

December 1, 2017

There are only a few shopping days left—and I'm not talking about storming the local mall or clicking your way through Amazon.com to fulfill your loved ones' holiday wish list. I'm referring to something that can save older Americans significant...

Good health is key to retirement security

August 8, 2017

The key to retirement security has traditionally focused on money. But lately, the discussion has embraced health as an increasingly important component in the retirement security equation. In fact, health status during working years and health-care...

Gray divorce presents Social Security challenges

March 10, 2017

While overall divorce rates in the U.S. remained stable between 1990 and 2010, gray divorce among spouses age 50 or older doubled during the same 20-year period, jeopardizing the retirement security of millions of baby boomers. Now, one in four...

Health savings account limits to increase for some in 2017

July 29, 2016

Health savings accounts, which were established in 2003 to allow individuals and families to save money from their paychecks in tax-deferred accounts, have been touted as a great way to save for medical expenses both today and in retirement....

Retiree medical expenses could outpace Social Security benefits in 20 years

May 23, 2016

A new report projecting health care costs for current and future retirees is chock full of scary numbers that should keep most financial planners up at night. But just as hiding under the covers during graphic horror flick scenes won't change...

Retirees just want to have fun, Merrill Lynch study says

May 12, 2016

An oft-cited maxim in financial planning circles is that the average American spends more time planning a vacation than planning for retirement. Perhaps that is a good thing because for many Americans, retirement looks as if it could be one...

Don't abandon Social Security strategy to avoid Medicare hike

October 26, 2015

Ever since the Social Security Administration announced that there would be no cost-of-living adjustment for benefits in 2016, financial advisers have been clamoring for guidance about how to protect their clients from a steep increase in Medicare...

Last-minute tips for Medicare annual enrollment

November 19, 2013

People who want to switch their Medicare coverage for 2014 have just a few weeks left in the annual open-enrollment period, which ends Dec. 7. The choices can be overwhelming, but there are practical steps your clients can take now to make sure...

Social Security's 50 shades of gray

November 14, 2013

I have received a slew of questions lately asking how rules for Social Security retirement benefits and survivor benefits interact. “If a spouse who never worked begins her spousal benefits at 62, will her survivor benefit amount be forever...

Health care exchanges aren't meant for retirees

October 20, 2013

The new health insurance exchanges have dominated headlines in recent weeks, with tales ranging from computer glitches that have prevented millions of uninsured Americans from signing up for coverage to a federal government shutdown triggered...

Rethinking retirement planning

August 25, 2013

One of the key elements of traditional financial planning is to prepare for a secure retirement. But the idea of accumulating sufficient savings to finance a comfortable lifestyle for 30 years may be an impossible dream for many Americans. For...

Alzheimer's epidemic puts advisers — and their practices — at risk

February 24, 2013

The number of Americans with Alzheimer's disease is expected to nearly triple by 2050. This impending epidemic will put even more pressure on advisers as they try to help clients prepare for the possibility of a costly health crisis. According...

How self-employment made my season bright

January 13, 2013

I spent part of my Christmas holidays estimating my tax liability for 2012. Exciting stuff, huh? But rather than the usual gnashing of teeth that accompanied many of my tax-filing season computations in the past, I was pleased with my initial...

Annuities suffer from a branding problem

October 21, 2012

Against a backdrop of low interest rates on savings and a volatile stock market, near and current retirees are hungry for predictable, guaranteed income for life. But many clients and, in some cases, their financial advisers generally reject...

Advisers can help with Medicare

September 23, 2012

Over the next few weeks, many of your retired clients will be bombarded with advertisements from health insurance companies touting their Medigap and Medicare Advantage plans. Some of your clients may look to you for guidance, as health care...

Retiring south of the border

September 9, 2012

Traditionally, retirees in search of warm weather, year-round sunshine and lower taxes relocate to places such as Florida and Texas. But the Great Recession took a heavy toll on many Americans' retirement dreams. In the wake of lost jobs, shrunken...

Advisers blow Social Security benefits quiz

September 2, 2012

Most financial advisers consider it an important part of their job to educate their clients about how Social Security benefits fit into their retirement income plan. But some inadvertently may be hurting their female clients because they don't...

Keeping your clients from grabbing the cookie

August 26, 2012

Despite the fact that many Americans haven't saved enough for retirement, the majority claim Social Security benefits at the first opportunity, substantially reducing their monthly benefit for the rest of their lives. It seems that humans, despite...

Test-driving retirement plans

July 22, 2012

For many preretirees, the idea of post-career living, where every day is like Saturday, is tantalizing. In reality, nearly half of retirees find it difficult to adjust to the lack of structure, loss of identity and boredom. The problem is inadequate...

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