Retirement

Sure, there’s financial planning. But retirement takes some organizational and emotional preparation too.

Understand your options when dealing with an old retirement account.

Envisioning your retirement in three distinct stages, or "buckets," may help your planning.

Medicare's drug coverage gap may be shrinking, but medication costs may still present a financial challenge. 

There are some compelling reasons for delaying your Social Security.

Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.

For some retirees life insurance may provide a useful option to supplement income.

In some cases renting may mean less cost, fewer chores, and more fun.

You want to be able to transfer your assets to the next generation with as little red tape as possible.

Millennials should start saving early for a fatter nest egg.

Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.

More Americans are dreaming of an early retirement. If that includes you, start planning now.

Protecting the financial well-being of seniors takes the support of family members and friends.

To retain control of your options as you get older, make plans and formalize key documents ahead of time. 

Grandparents have the life experience to pass along the gift of financial literacy.

Sometimes paying a mortgage during retirement can be financially viable. 

Retiree tips for qualifying for a mortgage without employment income.

Forgetfulness or diminished mental capacity: One can be troublesome; the other, financially dangerous.