"Think Advisor" Articles
Weekend Reading: How to Help Clients Maximize Social Security Benefits
Deciding when to claim your Social Security benefits can have a large impact on your retirement income, and many individuals aren’t making the most of it. In fact, only about four percent of retirees are making the optimal Social Security claiming decision, which results in a loss of about $2.1 trillion in wealth.
Weekend Reading: Kitces: The Big Problem with 'Risk Tolerance'
Retirement portfolio risk is a complex topic, and one of my favorite financial experts, Michael Kitces, is revealing why.
Weekend Reading: Long-Term Care: Which Retirees Will Need It, and How Much?
Wondering if you’ll need long-term care in retirement? A new study by the Center for Retirement Research at Boston College reports that at a high level, about a quarter of retirees will require long-term care, while 20 percent will not.