On Retirement

Jan 20, 2021, 5:47 PM EST

Retiree debt doubles during pandemic

Retirees-double-debt

By Mary Beth Franklin

As COVID-19 forced some older Americans into early retirement, a survey shows a huge increase last year in total retiree debt, partly as a result of more people carrying credit card debt. Read full post

Jan 14, 2021, 11:05 AM EST

89% of women failed retirement literacy quiz: Study

failed-retirement-literacy-quiz

By Mary Beth Franklin

But older women are more willing to seek financial planning help than men, according to a survey by The American College of Financial Services. Read full post

Jan 8, 2021, 2:58 PM EST

Employment uncertainty tests financial plans

tests-financial-plans

By Mary Beth Franklin

Investment advice may take back seat to financial wellness as advisers' clients worry about the state of the economy and the prospect of losing their job Read full post

Dec 16, 2020, 12:16 PM EST

Social Security lump sum rules and strategies

Social-Security-lump-sum-rules-and-strategies

By Mary Beth Franklin

No retroactive payouts are available before full retirement age Read full post

Dec 9, 2020, 3:57 PM EST

Social Security expert follows her own advice

Social-Security-expert-follows-own-advice

By Mary Beth Franklin

I filed for my Social Security benefits online and you can, too Read full post

Dec 1, 2020, 1:39 PM EST

Retirement savings for the suddenly self-employed

Retirement-savings-for-those-suddenly-self-employed

By Mary Beth Franklin

Pandemic-induced gig work provides opportunities for tax savings Read full post

Nov 25, 2020, 9:55 AM EST

Social Security shortchanged some older workers, survivors

Social-Security-shortchanged-some-older-workers

By Mary Beth Franklin

Two new audits reveal underpayments to certain groups of beneficiaries Read full post

Nov 4, 2020, 2:20 PM EST

No escaping IRMAAs by switching to Medicare Advantage

No-escaping-IRMAAs-with-Medicare-Advantage

By Mary Beth Franklin

High-income surcharges apply regardless of how clients receive Medicare coverage Read full post

Oct 27, 2020, 11:41 AM EDT

Collapse of three-legged stool threatens retirement security

shattered-piggy-bank-and-roll-of-bills

By Mary Beth Franklin

The worsening outlook will likely trigger 401(k), Social Security reform Read full post

Oct 16, 2020, 8:23 AM EDT

Addressing women’s longevity gap

older-businesswomen-at-a-meeting

By Mary Beth Franklin

Advisers can help couples prepare today for survivorship and health care costs Read full post

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