No desire to retire? Here’s how to plan
Those who intend to keep working as they age still need a retirement plan for themselves and their family.
Insurance, Annuities, and Investments
Blog Listing
What is estate planning?
No matter how much or how little you have, an estate plan will help ease things for your loved ones.
How to survive retirement with your spouse
Depression and money are common sources of discord for married couples in retirement.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
Three ways to pay for long-term care
Home health aides, assisted living, or nursing homes can be a major expense.
Protecting yourself against market fluctuations in retirement
There are alternatives that can help buffer your retirement income.
Investing for retirement
Following these time-tested investment principles may get you from the present to retirement.
Where you retire & your wallet: The varying cost of long-term care
Try to strike a balance between quality of care and your optimal retirement lifestyle.
Annuities: Criticisms and rebuttals
Annuities are often disparaged by financial pundits. The criticism often misses the point.
Your ultimate retirement planning guide
Retirement is a journey that should start early with steady navigation. Have a road map.
Keeping caregiver costs contained
Most family caregivers act out of love, but can incur costs that may impact their own financial well-being.
The ideal retirement portfolio withdrawal rate
Stretching your retirement withdrawal rate to help ensure that your money lasts as long as you do.
Understanding 1035 exchanges
Swapping life insurance for long-term care options can be a possibility.
6 people who dismiss long-term care insurance, but maybe shouldn’t
Depending on their financial picture, certain groups of people could potentially gain from LTC coverage.
Congress’ retirement rule changes and you: 3 points
Retirement rule changes are being considered by Congress. Here are three areas to look at.
Taxes and retirement: 5 planning tips
Be strategic to lower your tax bill in retirement.
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