Retirees fare better than pre-retirees during pandemic
Millions of older Americans are providing financial support to adult children
Pandemic boosts concerns about retirement and Social Security
As COVID-19 resets Americans' retirement plans, surveys highlight the need for financial guidance to maximize benefits
The future of wealth management is female
Unprecedented asset shift to women expected within the decade
INmail: Estimating future Social Security benefits
The estimated benefit predicated for a client continuing to work at her current pay scale was calculated by Social Security. But, what about her benefits?
House panel looks at COVID-19 impact on Social Security
Bills have been introduced in both the House and Senate that would adjust the formula to avoid a drop in benefits for those who turn 60 this year
How to respond to a long-term care premium hike
Weighing policy options to maintain coverage at an affordable price
INmail: Severance pay can temporarily boost Medicare premiums
Will a wife lose all of her Social Security benefits due to increased Medicare premiums triggered by her husband’s severance package?
Why 2020 is a bad year to turn 60
COVID-related job losses this year could reduce Social Security benefits for millions of people born in 1960
Timing a Social Security claim when you have children
The Viagra college fund is alive and well, but the earnings test could reduce benefits
INmail: Spousal benefit math when claiming before full retirement age
By claiming her Social Security early, will my client's benefits be permanently reduced?
Social Security withholds retroactive retirement benefits
The agency is delaying lump-sum payouts of back benefits amid the pandemic
INmail: Get phone help from Social Security Admin during the pandemic
Receiving Social Security benefits on someone else’s earnings record.
INmail: Claiming strategy for nonworking spouse
What’s the best Social Security claiming strategy for a married couple where the husband is 67 and the wife, who has no earnings history of her own, is 65?
Social Security underpays more than 15,000 survivors
An audit shows many retired widows and widowers are due higher survivor benefits
Few use CARES Act to tap retirement savings
Even though plan sponsors are offering easy access to retirement accounts, few workers have taken advantage of that
INmail: Switching between retirement and survivor benefits
Could I stop collecting my retirement benefit, switch to my survivors benefit and then switch back to my retirement benefit at age 70?
Medicare enrollment complicated by the pandemic
Newly eligible individuals can apply online, but some older workers who lose their jobs can’t
Social Security has a quick cash solution
Clients 66 and older can request a lump-sum payment and still earn bigger future benefits
No Social Security cost-of-living boost likely in 2021
The plunge in oil prices is expected to eliminate any benefit increase for next year
Rethinking retirement amid the COVID-19 crisis
As experts revise the 4% rule — to 3%, or even lower — advisers should look beyond traditional investments and include all household assets in retirement income plans
