What's your retirement plan for living longer?
Retirement savings plans need to account for longevity as more Americans are living longer.
Insurance, Annuities, and Investments
Blog Listing
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.
The road to an interest-only retirement
A retirement funded by interest income alone needs sufficient savings and a plan to offset inflation.
When is the right time to buy an annuity?
It often depends on the goal you are trying to achieve.
How to catch-up on retirement savings at age 50 or older
Retirement savings catch-up contributions are available for various savings plans.
Tips to help maximize your retirement income
There are benefits to having a financial plan and being thoughtful in your retirement approach.
Tips for talking money with your aging parent
Talking to your parents about money can be difficult but necessary to ensure a sound estate plan.
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.
What is estate planning?
No matter how much or how little you have, an estate plan will help ease things for your loved ones.
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.
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.
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