Category: Advisors

This falling market offers a way to cut your taxes in retirement

Recent market declines don’t have to be all bad news for investors: They may provide you an opportunity to cut your taxes in retirement. The Dow Jones Industrial...

These retirees cannot count on Social Security payments

Roughly 11 percent of those “never beneficiaries” are employees who worked in jobs that receive a public pension and don’t pay into Social Security....

Despite volatility, wealthy investors plan no money moves, survey says

Overall, these investors do have a positive outlook on the U.S. economy. They are worried more about politics than stocks. The survey was conducted between Nov. 7 and...

Shrinking public markets limit playing field for Main Street investors

Today’s public markets, which were first designed to fill the capital-raising needs of the 19th century, are out of step with capital formation in the 21st...

Toast 2019 with these 6 retirement New Year’s resolutions

Saving more for retirement is a common New Year’s resolution. This year, the pledge comes in at the number five resolution in Principal Financial Group’s...

10 college towns where retirees can further education

Once new retirees wrap up their longtime careers, they can get down to the business of serious relaxation … or, alternately, the pursuit of further knowledge. When...

These Social Security claiming strategies can grow retirement checks

There is a penalty if you collect retirement benefits and continue to work, depending on your age. If you are under full retirement age, the limit for 2018 is $17,040....

Retired and want to work part-time? Here are some jobs you might like

Part-time consulting is a great way to leverage your hard-won institutional knowledge and expertise after retirement. Firms may be looking to fill their full-time...

Social Security can buy seniors luxury living in five overseas spots 

Medelli­n is a cosmopolitan city with a neighborhood feel. Set in the middle of the Andes Mountains, Colombia’s second-largest city is known as the City of...

Social Security notices available online, though traffic slows access

If you’re like other retirees, you’re eager to see just how big your Social Security check will be next year. The Social Security Administration has released...