Retirement plan contribution limits: Your need-to-know
Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.
Insurance, Annuities, and Investments
Blog Listing
How life insurance can help you in your retirement
For some retirees life insurance may provide a useful option to supplement income.
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
Saving for retirement in your 20s: Doing the math
Millennials should start saving early for a fatter nest egg.
Retirement savings catch up: 3 moves
Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.
A checklist for early retirement
More Americans are dreaming of an early retirement. If that includes you, start planning now.
Real cases of senior financial exploitation
Protecting the financial well-being of seniors takes the support of family members and friends.
How to help your grandchildren handle money
Grandparents have the life experience to pass along the gift of financial literacy.
Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
Protecting seniors from financial exploitation
Forgetfulness or diminished mental capacity: One can be troublesome; the other, financially dangerous.
A retirement roadmap for DINKs
Kid-free couples need a bigger financial war chest to pay for long-term care expenses as they age.
Social Security’s Green Line Report: Get yours today!
It contains critical information for your retirement, so make sure you are getting it.
Why some seniors upsize in retirement
Some seniors opt for a bigger house during retirement as opposed to downsizing.
Protecting your loved ones from elder financial abuse
It's critical that those closest to seniors watch for possible red flags.
Social Security filing options for singles
Singles research claiming strategies to maximize their retirement income.
Social Security filing strategies for married couples
Couples can maximize their lifetime payout by planning ahead.
Reverse mortgages: What you need to know
They can supplement retirement income by using home equity. But is a reverse mortgage right for you?
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