Investment strategies

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

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

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

Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.

For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

The Trump administration is considering pushing back the age at which retirees have to take required minimum distributions from tax-deferred retirement account.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.