Mark Miller


Mark Miller is a journalist and author who writes about trends in retirement and aging. He is a columnist for Reuters and also contributes to Morningstar and the AARP magazine. Mark is the author of The Hard Times Guide to Retirement Security: Practical Strategies for Money, Work and Living. He edits

A Step Back for Reverse Mortgages
New rules affecting reverse mortgages may make them less attractive as a financial planning tool.
Gallery: 5 Takeaways - Planning for Non-Retirement
Here are the five takeaways from Planning For Non-Retirment
Planning For Non-Retirement
The fastest growing segment of the labor force is workers over the age of 65. But even if your clients have no intention of retiring, you can still help them get the most out of earned benefits. Here’s how.
Should Older Clients Pay Off their Mortgages?
Are you in denial about your older clients’ mortgage debt? Many are carrying that debt into retirement. Here’s why that’s a mistake.
Navigating New Healthcare Options 
With changes to health care insurance choices imminent, how should advisors help retirees cope with the repercussions? We turn to a health care expert and consultant, Dr. Kathryn McCabe Votava of, for some answers.
Obamacare’s Coming. Are You Ready?  4
The new healthcare exchanges coming Oct. 1 could present an opportunity for pre-retirees who don’t have group health insurance.
Retirement Spending Is Not A Straight Line
The standard method of projecting a client’s spending pattern may have them saving too much.
The Voice of Reason for Jittery Employers
A growing number of employers are worried that their workers won’t be prepared to retire. For advisors who consult with workplace plans, the heat is on.
Generational Dependence: Helping Clients Cope 
A growing number of families are supporting both adult children and aging parents—forcing financial advisors to rewrite their clients’ playbook. Here’s how.
Retirement and Health Care: Bad Rx
You and your clients are likely underestimating how much will be spent on health care during retirement. Here’s how to predict the costs.
Testing Two Retirement “Truisms”
The consequences of living longer and a fragile social security system on real world retirement plans are more significant than you think.
What’s a Safe Withdrawal Rate in Retirement? 
What’s a safe withdrawal rate in retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number.
Here Come the Boomer Biz Owners
There are 12 million baby boomer business owners, and they’re about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
How Much Insurance Do Retirees Need?
Usually more than they have now. Under-insurance is an especially acute problem with retired and pre-retirement clients.
Planners Now Regard Affluent Gay and Lesbian Clients as an Important Growth Market But It’s a Time of Rapid Change.
Financial planners see affluent gay and lesbian clients as an important growth market. But the LGBT community faces unique financial planning challenges – and the ground is shifting rapidly, especially where same-sex couples are concerned.
Industry Newsletters
Investment Category Sponsor Links


Careers Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×