Lee Conrad

Scammers can learn quite a bit of information from social media so don’t think that just because they know a couple pieces of information about you and your family that they are legit.

The number of older Americans who are carrying student loan debt into retirement has grown to 2.8 million from 700,000 in 2005.

Assisted-living expenses increased 7%, according to one study, which is triple the rate of inflation.

The move is the latest effort to reduce the early flow of money out of 401(k)-style plans.

The years between 60 and 70 present a great opportunity for seniors to make moves to protect their retirement savings.

Older couples should determine whether they are physically ready for the task, as moving can be stressful for people of advanced age.

A typical Social Security payment is likely to cover basic costs in these areas.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

Clients should turn to their own timeline before making any changes to their portfolio during a market correction.

Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.