Displaying 406 results
Determining if a message from Social Security is a scam
Hint: Pay attention to emails, ignore phone calls.
Retroactive Social Security benefits: Everything you need to know
Rules specify who qualifies for back benefits based on age and filing status.
Uncover Unexpected Trends in the Social Security Earnings Test
Benefits lost to excess earnings are restored at full retirement age.
Working longer is best way to boost retirement income
For older workers, staying on the job is a more effective strategy than increasing savings.
Checking one off the bucket list
Columnist tests a long-held dream for her retirement and finds it lacking.
Small businesses face a big retirement challenge
State-backed IRAs offer creative savings solutions for millions of workers.
New ways to estimate and fund long-term care costs
Advisers are challenged to protect against one of the biggest risks to a retirement plan.
The black hole of financial planning: Health care costs
Affluent clients are confident about retirement plans, but not medical expenses
The gig economy as a backup retirement plan
Some workers embrace side hustles to boost their nest eggs.
Retirement outlook for millennials
They're drowning in debt, but are highly educated and have decades to get on track.
Future retirees more vulnerable to income shocks
Increased use of annuities and reverse mortgages could improve outcomes.
Older boomers embrace retirement, study finds
Sixty percent of retired boomers said life is better than they had expected.
Last chance for retirees to save on drug costs
Medicare Part D open enrollment ends Dec. 7.
Medicare premiums and Social Security COLAs: Here’s why retirees will pay up in 2018
Blame higher Medicare costs on a provision designed to protect Social Security benefits.
Boost retirement income with home equity
Including a reverse mortgage can update the 4% withdrawal rule strategy.
Taking the Medi-scare out of retiree health-care costs
Annual open enrollment season offers chance to defang drug expenses.
Pre-retirement earnings can limit Social Security survivor benefits
Life insurance can fill the gap when a survivor's earnings jeopardize benefits.
Both spouses don’t always need to delay Social Security until 70
Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.
Both spouses don’t always need to delay Social Security until 70
Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.
More retirees seek professional advice on Social Security
Future retirees also appear more willing to wait to claim larger benefits than previous waves of retirees, according to a new study.
