Janet Kidd Stewart – Page 4

Deciding the age at which you'd like to claim Social Security retirement benefits can seem like a gamble.

Making the right choice on when to claim Social Security benefits

May 23, 2019 at 5:21 p.m.

Q. I will be turning 62 next year and would like to begin collecting early Social Security benefits. Am I penalized once I turn full retirement age of 66 for...

Financial abuse or exploitation of senior citizens is a common problem.

Raising awareness about elder financial abuse

May 23, 2019 at 5:21 p.m.

It's an issue more complex and uncomfortable for some retirees than talking about what to do with their money after death. Investment firms and nursing facilities are scrambling to deal...

Create an optimal claiming strategy for your Social Security account that reflects your financial resources and retirement goals.

Come up with a strategy to get the most of your Social Security

May 23, 2019 at 5:21 p.m.

You'll soon be able to download an electronic version of your Social Security statement, but chances are it won't enhance your retirement one bit. That's because you probably won't change...

Real estate adviser’s crowdfunding venture reflects the new retirement

May 23, 2019 at 5:21 p.m.

If the new retirement isn't retiring at all but rather transitioning to a second or third career, the key seems to be pivoting from where you are rather than jumping...

Under a reverse mortgage policy change, a surviving spouse will be able to stay in the home so long as taxes and insurance are paid and the property is maintained.

New reverse mortgage rules offer protection for surviving spouses

May 23, 2019 at 5:21 p.m.

Q. I'm following up on a recent column about changes to the reverse mortgage program. My husband is 85, and I am 72. Neither of us is in good health....

Financial advisers urge same-sex couples to review some of the legal and financial consequences before saying "I do."

Financial implications of same-sex ruling for older couples

May 23, 2019 at 5:21 p.m.

Caution was the watchword financial planners had for same-sex couples contemplating marriage in the wake of the Supreme Court decision making those unions legal nationwide. "We say to people, 'Walk,...

Does longevity insurance belong in your retirement plan?

Are longevity annuities a good fit in your retirement plan?

May 23, 2019 at 5:20 p.m.

Longevity insurance has worked its way into retirement plans. Does it belong in yours? MetLife recently launched a qualifying longevity annuity contract, or QLAC, for employer 401(k)s, and a few...

Shared housing can offer financial and social benefits for seniors but experts urge background checks on potential roommates.

Shared housing can provide financial security for retirees

May 23, 2019 at 5:20 p.m.

When Rika Mead retired, and divorced, two years ago, the idea of taking on a roommate wasn't high on her list of priorities. Her Denver-area home isn't a duplex, and...

Read the fine print carefully about reverse mortgages to make sure this type of loan is right for you.

What you should know before taking out a reverse mortgage

May 23, 2019 at 5:20 p.m.

If you took out a reverse mortgage without adding your spouse to the documents, do you know what could happen with the property after you die? Did you know you...

Critics say the Financial Industry Regulatory Authority's BrokerCheck could give investors a false sense of security.

Critics find BrokerCheck background checks incomplete

May 23, 2019 at 5:20 p.m.

Amid some skepticism, regulators are promoting their online tool that lets consumers check out investment advisers. The Financial Industry Regulatory Authority, known as FINRA, is running a series of funny...

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