Retirement

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

High cash-out rates exacerbate an already challenging situation for some minority retirement-savers. Households making $20K or less are especially vulnerable.

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.

Retirees often underestimate the cost of the second-largest expense for people 65 and older.

Seniors are more likely to opt for the standard deduction, which increased under the new tax law, but those who want to maximize their deductions have several considerations.

Lawmakers this year are expected to pursue measures that will help Americans enhance their retirement prospects.

A recent ruling by the U.S. Labor Department could open the door for automatic 401(k) transfers between employers, which means fewer workers will be tempted to cash out.

Millennials lag behind in terms of credit card debt and retirement savings, but they spend the most on vacation, dining out and other unnecessary expenses, according to a new study.

If you can help your clients create a unique benefit for themselves and their employees, they will be able to engage top talent and continue to profit.

Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?