On Retirement
Jan 20, 2021, 5:47 PM EST
Retiree debt doubles during pandemic
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
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
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
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
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
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
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
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
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
Advisers can help couples prepare today for survivorship and health care costs Read full post
