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

Charley Ellis
The Power of Passivity: A Chat With Charley Ellis
Charley Ellis is back with a new book, about the superiority of passive strategies for the average investor.
house money
Are Reverse Mortgages on the Comeback Trail?
Will financial planners resuscitate HECMs?
Michael Haubrich
Managing Career Assets
There’s nothing more basic to a retirement plan than your client’s career—income from work makes everything else possible.
Five Ways to Improve Your Clients’ Medicare Health
Navigating the health benefit can be tricky, and getting it wrong costly. Your value to clients is helping them make the most efficient use of the program.
Keep Medicare Advice SHIP Afloat for U.S. Seniors
A network of more than 3,300 free Medicare counseling services could lose its $52 million in federal funding due to budget cuts.
retirement bingo
Solving the Retirement Withdrawal Equation
New tools are cracking the code on complex retirement withdrawal strategies that can add significant alpha for clients, and provide a boon to advisors justifying their value in a fiduciary world.
Fiduciary Rule Won't Solve Retirement Savings Crisis 1
Lost in the discussion of the new fiduciary standard? How bad most workers are at saving for retirement to begin with.
Goodbye, Backdoor Roth? 2
Taking a look at just a few proposals that would have significant impact on retirement savers—and their financial advisors.
Testing Risk Tolerance 5
A protracted market meltdown is reviving the argument against risk-tolerance tools.
How to Fix U.S. Long-Term Care Over the Long Haul 1
Ask Americans what they fear most about aging, and many will tell you it is the possibility of needing nursing care - and not being able to pay for it.
Retired, But Working 1
Working during retirement, by need or choice, throws many traditional retirement plans off track. Here’s how to adjust.
Planning After File-And-Suspend 3
File-and-suspend was a complex formula, but an easy answer for those grappling with Social Security; now that it’s gone, planning is more complicated - and more valuable.
Medicare Changes Coming Up 1
Medicare’s premiums and out-of-pocket costs will jump over the next several years, impacting client retirement plans.
File-And-Suspend No More?
Several legislative changes are on the horizon that will impact retirement planning, including an end to the popular strategy for claiming Social Security benefits. Here’s what Washington lawmakers have in their crosshairs.
Income Growth and Lifestyle Creep
Research shows that clients are likely too optimistic about income growth in the latter part of their careers.
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