3 ways you need to plan for retirement
Sure, there’s financial planning. But retirement takes some organizational and emotional preparation too.
Insurance, Annuities, and Investments
Blog Listing
What to do with an old retirement account?
Understand your options when dealing with an old retirement account.
Taking the long view in planning for retirement
Envisioning your retirement in three distinct stages, or "buckets," may help your planning.
Covering costs in Medicare's 'donut hole'
Medicare's drug coverage gap may be shrinking, but medication costs may still present a financial challenge.
Wealth management: Is setting up a trust right for you?
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
4 simple ways to delay Social Security
There are some compelling reasons for delaying your Social Security.
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.
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.
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