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Big Changes Ahead for Claiming Social Security

This Halloween weekend was pretty scary for many couples approaching retirement. And it wasn’t the witches and ghosts knocking on the door that had them spooked. It was Congress, which approved a budget deal that nixes two popular Social Source
Posted On 24 Nov 2015

What Social Security Changes Mean For Clients – And How Advisors Can Help

Recent changes to Social Security can have a big impact on two-income couples. This marks a pivotal moment for advisors, who can help their clients navigate the amendments that otherwise could significantly hurt their benefits, according to experts. New federal rules this year...
Posted On 24 Nov 2015

Emerging Markets: Costa Rica Revisited

It was November last year when I first wrote about Costa Rica being a favorite place  for expats to retire, and just as I was pondering the idea of revisiting the country, an email from International Living showed up in my inbox. The email linked Jason Holland’s article title...
Posted On 24 Nov 2015

How Women Can Get Ahead of the Retirement Savings Gap

By Cameron Huddleston When it comes to saving for retirement, women might be pleased to learn that they are more likely to enroll in their workplace savings plans than men and to save at higher rates. That’s the good news, according to a study released November 2015 by investment...
Posted On 24 Nov 2015

End of Social Security Filing Strategies Could Mean Lower-Than-Expected Benefits

Two Social Security strategies that have enabled married couples to increase their total benefits by tens of thousands of dollars will soon be a thing of the past. For some couples, this will mean lower-than-expected retirement income. In October, Congress  changed Social...
Posted On 24 Nov 2015

Clients Succession Planning Woes: Its not Just Business

When it comes to retirement, clients who own family-run businesses may face a dilemma: Do they pass the business on to the next generation or sell it? The choice is about finances, of course, but also identity, experts say. Whether it’s the first or third generation running...
Posted On 24 Nov 2015

All That Glitters: What Happens When IRA Clients Want to Hold Gold?

Recent market anxiety means advisors are fielding an increasing number of client questions about owning gold in their IRAs. This should come as no surprise. Clients commonly see gold as a safe-haven of sorts whenever there is market volatility. As an advisor, you should know the...
Posted On 24 Nov 2015

Fixing a Broken Retirement

The state of Americans’ retirement preparation is shocking. Why is this, and what can people do about it? PBS ran its Frontlinedocumentary “The Retirement Gamble” a few years ago, and it’s still pertinent. It’s hard to watch this program without Source
Posted On 24 Nov 2015

Estate Planning Is for Everyone, Not Just the Rich

You may think that planning how to divvy up your wealth is for very affluent families or for elderly people thinking about how to pass on handsome legacies to their heirs. That’s certainly true, but they aren’t the only ones who benefit from such planning. Estate planning —...
Posted On 24 Nov 2015

5 Steps to Help Clients Prepare for Retirement

Although many financial advisors have clients who have been with them for years, others will seek out an advisor because they are starting to think seriously about retirement. Here is a five-step plan to help clients develop a smart retirement strategy: 1. Develop a realistic...
Posted On 24 Nov 2015