Projecting the costs of aging in place
To spend your sunset years at home, you will have to start planning and saving for future expenses early.
Insurance, Annuities, and Investments
Blog Listing
Who did what with annuities? Take the quiz
Think annuities are kind of a dry subject? They actually pop up in history more often than you may think.
Why you need Social Security’s Green Line Report
It contains critical information for your retirement, so make sure you are getting it.
How to use 2 Social Security strategies for emergency funds
Combining two Social Security benefit tactics may provide a cash infusion for some seniors.
Protecting seniors from financial exploitation
Forgetfulness or diminished mental capacity: One can be troublesome; the other, financially dangerous.
An old Social Security tactic for COVID-19 financial help
There’s a way to tap benefits now, and make up for the early withdrawal later through voluntary suspension.
Social Security education: How are you doing?
About a third of people don't know what they should, according to our quiz results.
What the stimulus package means for you
Loosened retirement plan access might help in many ways, but use caution.
Retiring into a bear market
Don’t let a retreating market derail your retirement plans. Here’s what to do if you plan to retire soon.
Hospice care: What you need to know
Hospice care is an important option for families to consider for a loved one.
Retirement plan loans: Think carefully before you borrow
Make sure you understand the risks of borrowing from your retirement plan savings.
Protecting yourself against market fluctuations in retirement
There are alternatives that can help buffer your retirement income.
The three keys to choosing your investments
It’s important to understand three fundamental concepts of retirement plan investing.
How to survive retirement with your spouse
Depression and money are common sources of discord for married couples in retirement.
What's your retirement plan for living longer?
Retirement savings plans need to account for longevity as more Americans are living longer.
3 points to know about the SECURE Act's retirement rule changes
Retirement rule changes are going into effect. Here are the essential areas to look at.
Four reasons why your 401(k) may not be enough
Your 401(k) may not generate sufficient income to sustain your retirement.
Setting financial goals: Retirement
Contributing to qualified retirement plans is just part of the equation.
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