Even in the best of times, Social Security is a maze of complicated rules and notable exceptions. For a divorced spouse who wants to claim benefits on their ex’s record, it can get
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If you’re getting ready to leave a job, you might be considering cashing out your 401(k) retirement plan. But in addition to losing the benefits your 401(k) plan offers, depending
Advisors, take heed: The recently approved Trump Labor Department fiduciary prohibited transaction exemption, which took effect Tuesday, treats rollovers as fiduciary advice. “People have made the argument that rollovers cannot be
In July 2019, nearly 48 million people claimed Social Security retirement benefits, a number that is expected to grow in the coming years as the population continues to age. It’s no wonder,
U.S. stocks reached all-time highs in 2020. The market’s rise illustrated dramatic differences between Wall Street and Main Street; the pain felt on Main Street included nearly 20 million reported
Adults age 70 and older have increased their debt since the Great Recession — largely due to mortgage payments — and this hampers their ability to overcome “negative events” as they
Thirteen percent of Americans over age 55 who expect to retire plan to delay it now because of the coronavirus pandemic, according to a survey released this week by Smart, a global retirement
Contributing to a 401(k) is a smart way to save for retirement if you have access to this type of workplace plan. And you’ll need to make sure you’re investing
Traditionally, life settlements – the sale of an unwanted or unaffordable life insurance policy for substantially more than the policy’s cash surrender value — have significantly benefitted seniors by providing
With more and more patients turning to direct primary care (also known as “concierge medicine”) to control their health care costs and streamline interactions with their physician, you’d think our