Annuities: Understanding surrender charges
Investors should know what they are, how they work, and why they’re there.
Insurance, Annuities, and Investments
Blog Listing
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.
A retirement roadmap for DINKs
Kid-free couples need a bigger financial war chest to pay for long-term care expenses as they age.
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?
Filing for Social Security retirement benefits
Many Americans file for benefits at the earliest opportunity, but that may not be wise.
Millennials and retirement: The 'to-do' list
Retirement saving is not on most millennials’ list of top priorities.
What people don't know about Social Security, but should
It’s startling how little people really know about what could be their biggest asset in retirement.
Be on guard: 3 common senior scams
Scammers defraud seniors of billions of dollars per year, but you can take preventative steps.
Why baby boomers should secure a mortgage before retirement
It might be easier to qualify before tapping retirement resources.
Single seniors pay more for health care
Out-of-pocket health care costs in retirement are much higher for senior singles than for senior couples.
Retiring in 12 months or less? What to do
Stress test your budget, review your health insurance, and time your Social Security benefits carefully.
Should you move to a 55-or-older community?
These communities can offer numerous amenities, but may have limits as you age.
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