Longevity strategies

Ignoring life expectancy research can lead to miscalculations, as under- or overestimating a client's lifespan will impact financial plans.

Managers need to learn better ways to set and prioritize their goals in order to oversee employees and work effectively.

The scramble to adjust to remote work has changed not only how companies are getting through this unprecedented crisis, but also how they're thinking about post-pandemic life.

Grandparents are advised to give cash gifts without putting their future financial security at risk.

The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.

About 77% of people 50 and older want to stay where they are as long as possible, according to a survey. But clients who want to — or have to — move, have a number of options each with pros and cons.

The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

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.