Investments

Taking these steps can help clients insulate themselves from some of the market volatility that we've been experiencing recently, says one expert.

This strategy enables retirees to restrict their application to spousal benefits and allow their benefit to grow until they reach 70.

Want to have a fulfilling retirement? Employees are advised to set goals and have a bucket list of activities that will make them productive.

There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security instead of claiming benefits at 65 when Medicare kicks in.

A widely held view is that a lot of spending is wasted on “heroic” measures at the end of life, but it’s difficult to know which patients are in their final year.

One of the major provisions of proposed legislation would require 401(k) plans to offer annuities so participants could create new income streams.

Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.

“Consolidation is gaining steam instead of losing steam. There are even bigger and bigger acquisitions happening,” says Zywave CEO Jason Liu.

The expense ratios for these funds were closer to that of the average actively managed equity mutual fund.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.