Demographics

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Clients who intend to name minor children as beneficiaries of their IRAs should take into consideration the "kiddie tax" before making a decision.

Healthcare costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.

Health care costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.

The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.

The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

How to overcome five common barriers to purchase, such as cost miscalculations and demographic needs for the product.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.