Social Security

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.

Retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.

An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.

An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.

Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.

Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.