Retiring in 12 months or less? What to do
Stress test your budget, review your health insurance, and time your Social Security benefits carefully.

Stress test your budget, review your health insurance, and time your Social Security benefits carefully.
Renting or owning a home in retirement: breaking down the financial pros and cons.
From helping a child to shielding assets, trusts can sometimes come in handy.
If your mom does not have certain plans in place, she may be vulnerable to financial risk.
Many people think that in preparing for retirement they will never need care as they age.
Understand your options when dealing with an old retirement account.
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
Envisioning your retirement in three distinct stages, or "buckets," may help your planning.
As a grandparent, you have options for providing support for grandchildren and lending assistance to parents.
Your 40s are a career midpoint and a smart time to see if you’re on track to meet retirement savings goals.
These popular savings benchmarks, adjusted for your circumstances, can help you assess if you’re on track.
This year offers even more opportunity for scammers to hit unsuspecting seniors with fraud attempts.
If you had to tap a 401(k) or the like to get through the pandemic, have a plan to recoup savings.
There is a basic miscalculation with not starting early when it comes to planning for your financial future.
Annuities come in many forms with many different provisions. Here are some useful terms.
In some cases renting may mean less cost, fewer chores, and more fun.
In many people’s minds, long term care is something that only happens to someone else.
Protect your portfolio against a market downturn with diversification, asset allocation, or an annuity.
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