Once you recover from the shock of learning that the most valuable Social Security claiming strategies are being phased out, take steps to turn this game-changing event into an opportunity by connecting with clients.
<i>Breakfast with Benjamin</i>: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.
A new study found rich people in states with the most skewed income scales were significantly less generous than their peers in states where wealth is more evenly distributed.
Americans spend an average of $9,146 a year on health care.
New research shows giving time and money in one's later years could even be the key to retirement happiness.
Zuckerbergs' generous philanthropic announcement may spark client conversations about donating time and money, which research shows can boost retiree fulfillment.
The assistant labor secretary recounts her serendipitous career and what motivates her to help women facing financial crises in retirement.
As the Social Security Administration's appointment backlog builds, consider filing online.
Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from <i>InvestmentNews</i> readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.
Graduates who take on low-paying public sector jobs can get help from the federal government, but qualifying for the program isn't always easy.
In countries where education is most accessible, your degree is the likely to give you less of a leg up.
Employees need to pay attention to what's being offered and engage with the resources that are provided.
Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.
Trulia's latest report reveals which cities may be most worth the risk when it comes to purchasing real estate.
New rules limiting Social Security strategies in 2016 and beyond could make it more difficult for many women to maximize their benefits.
Forty-one percent of households don't have $2,000 in liquid savings, which would cover the median cost of the most expensive financial shock.
Now is the time to sit down and focus on your finances.
Working with retirement clients presents great challenges and opportunities. No two clients are alike and they need personalized solutions.
Beneficiaries who can't avoid an increase can still find ways to manage through the hike.
Steeply rising health costs call for a more dynamic retirement planning approach than traditional income replacement ratios.
