Social Security

Seniors may delay the benefit for increased payout in the future if they have other income sources, they are healthy, or interest rates are high.

An expert warns that investors will have to contend with lower returns in the future, as stocks are currently high-priced.

An expert warns that investors will have to contend with lower returns in the future, as stocks are currently high-priced.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.

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.

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.

Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.