Investing for a 115-year life span and a 50-year retirement: Retirement Scan
An expert warns that investors will have to contend with lower returns in the future, as stocks are currently high-priced.
Social Security
Why it’s important to not skip Medicare open enrollment: Retirement Scan
Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.
Why it’s important to not skip Medicare open enrollment: Retirement Scan
Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.
What taxes will employees pay in retirement? Retirement Scan
While clients experience various benefits as they age, they still owe taxes after exiting the workforce.
What taxes will employees pay in retirement? Retirement Scan
While clients experience various benefits as they age, they still owe taxes after exiting the workforce.
Is Social Security’s 8% delayed retirement credit just? Retirement Scan
Unlike pension plans which rely on market returns to fund their payouts, Social Security puts its investments in U.S. Treasury debt, which yields only 1% in annual return.
Is Social Security’s 8% delayed retirement credit just? Retirement Scan
Unlike pension plans which rely on market returns to fund their payouts, Social Security puts its investments in U.S. Treasury debt, which yields only 1% in annual return.
How to cope with 3 common retirement strategies: Retirement Scan
Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.
How to cope with 3 common retirement strategies: Retirement Scan
Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.
Are women ready to be single in retirement? Retirement Scan
Women are advised to double check their beneficiary information, update legal documents regularly and create a plan for long-term care.
Are women ready to be single in retirement? Retirement Scan
Women are advised to double check their beneficiary information, update legal documents regularly and create a plan for long-term care.
What role does Social Security play in asset allocation: Retirement Scan
Most respondents to an informal survey said they view Social Security as an income stream rather than as an asset. At least one expert disagrees.
What role does Social Security play in asset allocation: Retirement Scan
Most respondents to an informal survey said they view Social Security as an income stream rather than as an asset. At least one expert disagrees.
Employees can build savings by changing car-buying habits: Retirement Scan
Instead of buying one expensive car after another, clients should invest the money and let it grow. They may even be able to retire early.
Employees can build savings by changing car-buying habits: Retirement Scan
Instead of buying one expensive car after another, clients should invest the money and let it grow. They may even be able to retire early.
Don’t let workers fall for these Social Security myths: Retirement Scan
Benefits are not capped at a predetermined level. They are based on two variables: a client’s highest earnings over 35 years and their age when they file for benefits.
Don’t let workers fall for these Social Security myths: Retirement Scan
Benefits are not capped at a predetermined level. They are based on two variables: a client’s highest earnings over 35 years and their age when they file for benefits.
Investors share their biggest retirement fears: Retirement Scan
Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.
Investors share their biggest retirement fears: Retirement Scan
Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.
When retiring early is not a choice: Retirement Scan
To really come out ahead from delaying Social Security, a client has to live into their 80s. Otherwise, they're generally better off taking a reduced benefit earlier and collecting as long as they live.
