Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses in this Retirement Daily video how much to spend on an engagement ring.
Robert Powell, CFP®
Recent changes in eligibility requirements now make life settlements an option for healthy individuals who no longer need or want their life insurance policy.
Retirement Daily Guest Contributor
We help a reader understand what benefits she and her children are eligible for from Social Security and when they can receive those benefits.
Claiming Social Security in the right way can maximize your retirement income.
Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses in this Retirement Daily video whether an investor should go to all cash now that COVID cases are rising again.
Only about 2.5 percent of people who receive Social Security are impacted by WEP, but that impact can be significant.
Women fill the primary breadwinner role within families nearly as often as men do, and this can impact a couple's financial strategy.
Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses in this Retirement Daily video how much life insurance to purchase.
With the 10-year Treasury note paying below 1%, retirees may want to take alternate steps to meet their income needs.
Mindy Cleaveland, a senior financial advisor with Modera Wealth Management, explains how a person who receives Social Security disability insurance can qualify for spousal benefits.
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Why is there a WEP?
Older and Self-Employed – a Diverse Lot
