Social Security tools can't account for disability benefits, which opens up a great opportunity for advisers.
Different rules for claiming benefits apply to divorced spouses, survivors.
Separate rules for claiming benefits apply to divorced spouses, survivors.
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
Options can be handy tools for loss harvesting, but be careful you don't run afoul of the IRS
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.
Software can make these labor-intensive strategies a breeze.
On Thursday's <i>Breakfast with Benjamin</i> menu: A string of catty comments accompany a Morningstar talk-up of Pimco's outlook. Plus, what municipal bond investors can learn from Detroit and Stockton, avoid getting sucked in by the market's latest winning streak, and much more.
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.
Midweek <i>Breakfast with Benjamin:</i> What's making dollar bulls cheer. Plus: Picking winners and losers in the net-neutrality fight, Goldman's coveted promotion cycle, Dems suddenly like the Keystone XL pipeline, and Tim Geithner ruffles the Europeans.
Bipartisan spirit could lead to movement on key initiatives, including small employer 401(k)s; state actions also possible.
