Using Tech to Optimize Your Social Security Benefits

A variety of online tools can guide retirees looking to make the most of this benefit — which many older Americans depend on.

#age-chronological, #computers-and-the-internet, #content-type-service, #financial-planners, #longevity, #personal-finances, #retirement, #social-security-us, #taxation

Financial Advice for Couples: How to Keep Things Equal

Whether you’re newlyweds or not, your marriage can only benefit from a better balance that eases the stress on both of you. But be ready to talk — “we” statements only, please.

#content-type-service, #financial-planners, #income-inequality, #marriages, #personal-finances

Investing Made Simple for Beginners and Everyone Else

Managing your money for the long run can be easier than you might imagine.

#asset-allocation-personal-finances, #content-type-service, #financial-planners, #mutual-funds, #pensions-and-retirement-plans, #personal-finances, #stocks-and-bonds

Dad, a Death Sentence and the Planner Who Set Us Straight

A personal finance columnist, a lawyer and an executive whose nonprofit works with cancer patients sound like siblings who would be prepared to deal with their dad’s diagnosis. They still needed help.

#amyotrophic-lateral-sclerosis, #elder-care, #financial-planners, #home-health-care, #national-assn-of-personal-financial-advisors, #personal-finances, #xy-planning-network

Wealthy Millennial Women Tend to Defer to Husbands on Investing

Even the most educated and high-achieving women do not participate equally with their husbands in long-term financial decision making, according to a study.

#coronavirus-2019-ncov, #divorce-separations-and-annulments, #ellevest, #financial-planners, #ginsburg-ruth-bader, #high-net-worth-individuals, #krawcheck-sallie-l, #lowry-erin, #mckinseyco, #millennial-generation, #national-womens-law-center, #porter-katie-1974, #research, #ubs-ag, #women-and-girls, #womens-rights

Do Politics Belong in Retirement Planning?

Whether financial advisers like to address the topic or not, clients are bringing it up.

#content-type-service, #financial-planners, #presidential-election-of-2020, #retirement, #united-states-politics-and-government

Your Brother (or Sister or Mother) Is Asking for Money. Now What?

Many Americans have lost work in the pandemic, and some are turning to their families for help. That can aggravate some awkward dynamics.

#common-cents, #content-type-service, #coronavirus-2019-ncov, #families-and-family-life, #financial-planners, #layoffs-and-job-reductions, #personal-finances

Wealth Advisers Torn Over Taking Small-Business Aid

Independent wealth management firms that accepted a loan from a government relief program are facing blowback from those that declined the money.

#coronavirus-2019-ncov, #coronavirus-aid-relief-and-economic-security-act-2020, #financial-planners, #high-net-worth-individuals, #small-business