Investments

Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.

It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Willis Towers Watson says a variety of operational, strategic and portfolio management goals will help plan sponsors best utilize resources to improve outcomes.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Dream Forward 401(k) partners artificial intelligence with human advisers to improve customer experience.