One financial adviser was baffled when her client received a Social Security check that was $1,000 less than what they expected. InvestmentNews contributing editor Mary Beth Franklin discusses why they failed to account for two things.
If you are a surviving spouse and also entitled to Social Security benefits based on your own work record, you can still claim one benefit first and switch to the other later. InvestmentNews' Mary Beth Franklin discusses the strategy.
Ask the questions, "What are you retiring to and what are you going to do with your life?" before you even begin thinking about money, says Jane Bryant Quinn, author of "How to Make Your Money Last: The Indispensable Retirement Guide."
Motley Fool co-founder David Gardner says he cares more about what companies do and who runs them rather than their price to earnings ratios or valuations.
The rules for claiming strategies, including file and suspend or spousal benefits, have changed. InvestmentNews contributing editor Mary Beth Franklin discusses what claimants need to know now and the deadlines they need to watch out for.
The Social Security Administration has decided there will be no COLA in benefits in 2016. Find out why InvestmentNews contributing editor Mary Beth Franklin says this will put retirees in a difficult position.
Bucket income strategies, annuities and Social Security benefits are among the resources you may want to consider to plan your income in retirement, according to Crain's Wealth's Mary Beth Franklin and Macro Consulting's Mark Cortazzo.
While the total cost of college may seem daunting, parents can scale it back by taking a down payment approach and socking away some money every month, according to Stuart Ritter, vice president, T. Rowe Price Investment Services.
Investors need to make sure an ETF has the exact exposure they seek and then make sure it tracks well, trades well and is low fee, according to Matt Hougan, CEO of ETF.com, and Matthew Peron, managing director of global equity at Northern Trust.
If you are saving with the expectation that you will get 10% returns, your portfolio will come up short, warns Burton Malkiel, the reknowned author of "A Random Walk Down Wall Street."