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Social Security update for gay couples
Legalizing same-sex marriage nationwide opens the door for spousal, survivor, disability and Medicare benefits.
Krawcheck to advisers: 'Middle-aged white guys' must help women get raises
At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings.
Growing consumer demand for health care and Social Security advice
The financial planning industry is at a turning point in how to address Social Security and Medicare as part of overall retirement planning. Although numerous surveys have shown that more than half of retirees and pre-retirees expect health care and Social Security advice from their financial
Advisers need to pick up their game when calculating clients' retirement
With retirement tools proliferating, clients need ones that advisers can use to tell a story.
When it comes to retirement savings, millennials blow past boomers
In addition to being more technologically savvy and more in tune with social media, the millennial generation, in general, is also better than the baby-boomer generation at preparing for retirement.Within this broad statement — and the data that backs it up — are solid lessons on how financial
A retirement plan from the guy who teaches retirement income planning
The American College's David Littell lays out his goals and strategies and finds that sometimes, it's not as easy in real life as on paper.
BlackRock CEO Larry Fink challenges money managers, politicians on retirement issues
BlackRock Inc. chief executive Laurence D. Fink on Tuesday challenged his industry to do a better job of preparing investors for retirement, adding that presidential candidates should debate ways to address the inadequacy of savings during the upcoming election season.“This industry has done a good
Majority of Americans flunk Social Security quiz
Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.
Social Security envisions a new tech-savvy future
Agency embraces technology while juggling demand for increased face-to-face service.
A Social Security benefit is a terrible thing to waste
Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.
Americans are saving more these days and that's not necessarily a good thing: Fink
Breakfast with Benjamin: BlackRock CEO Laurence Fink says low rates are pushing more Americans to boost savings as their fear of retirement security increases, thanks to low rates.
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.