Investments

Cost of living is a key consideration, but a retiree’s goals and objectives are also important.

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.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

The right health insurance is all that’s needed to use this triple-tax advantaged savings account.

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.