Education campaign promotes working with financial advisers to optimize benefits.
Get the most important tips for helping clients with dementia from a certified financial planner whose first client was his grandmother, leading him down a career path he never expected.
To efficiently serve and protect clients that develop dementia, specific steps can be taken
Consider donations, remember the high tab under the Tax Relief Act, and get yourself in to an adviser if you have one
People don't understand their coverage and the choices they can make to maximize their benefits and minimize unnecessary spending.
The Department of Labor will look for a possible ERISA violation after making an unprecedented petition to look at the case documents last summer.
New study offers a more accurate estimate of nursing home stays and shows which consumers benefit
Friday <i>Breakfast with Benjamin</i> highlights the downsides to cheap U.S. oil. Plus: Maybe you don't need long-term-care insurance, the high risks of not saving for retirement, Putin becomes a gold bug, and why you might get a raise in 2015.
Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits
American Realty Capital Properties wins approval from creditors for postponement of reporting its third-quarter financial statements until Jan. 5.
For advisers, it's time to get familiar with the terms under which union employees receive health care.
Bipartisan spirit could lead to movement on key initiatives, including small employer 401(k)s; state actions also possible.
As life spans lengthen, it's more important than ever to get your claiming decisions right
Three planning tools to minimize student loans
A recent poll finds Americans are willing to pay more to preserve the program.
Patent infringement claims against Financial Engines means plan sponsors should be vigilant and ready to reassure plan participants.
It'll be nearly 20 years before the trust fund runs out of surplus
Social Security Administration says benefits will rise 1.7% next year, coming to about $20 extra per month, which some argue won't cover health care inflation.
Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.
