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How to help clients invest for college without sacrificing retirement
Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.
When both spouses lose some or all of their Social Security benefits
Excess earnings before full retirement age can reduce payments to both spouses.
Social Security's $12.4 million error
Agency overpays spousal benefits to some public employees, underpays others.
Saving for retirement should be advisers' top priority: Wharton's Marston
Finance prof says advisers not getting message of the value of delaying Social Security until 66 across to clients.
Getting the message: Social Security claimants are waiting past 62
Shifts in workplace retirement benefits, other factors, encourage more people to wait to claim benefits.
The ETF craze crosses a huge hurdle
Breakfast with Benjamin: Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.
The do's and don'ts of retirement planning
If you really want to develop best practices for your retiring clients, stop being an asset manager and become a plan manager.That was the message from one of the speakers at a panel on decumulating assets at InvestmentNews' annual Retirement Income Summit in Chicago on Monday. Phil G. Lubinski,
Missed Social Security claiming opportunity costs client more than $29,000
Which is harder to swallow: realizing that your advice cost a client more than $29,000 in lost Social Security benefits or owning up to the mistake?
Advisers ramp up efforts to create tax-conscious retirement withdrawal strategies
Advisers ramp up efforts to create tax-conscious retirement income withdrawal strategies with an aim to extend the life of clients' nest eggs.
An adviser's retirement income software toolbox
Software that helps with issues ranging from health care costs to tax-efficient withdrawal strategies
Dying penniless: It's not just the poor
Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000
Singles can file and suspend Social Security benefits
But this creative claiming strategy stumps some Social Security Administration employees.
Social Security closes claiming loophole for people with disabilities
A minor change in the Social Security Program Operations Manual System late last year that resulted in a big change in the rights of people who receive Social Security disability benefits.
Social Security consolation prizes for divorced spouses
Ex-spouse can claim independently and is not subject to family maximum limit.
Income spike can reduce Social Security benefits
Retired clients are often surprised — and sometimes angry — when they receive a notification from the Social Security Administration that their monthly Social Security benefits will decline for the coming year. Naturally, those clients turn to their financial advisers for help.The culprit? An