Retirement savings catch up: 3 moves
Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.
Insurance, Annuities, and Investments
Blog Listing
How to make sure your heirs won’t fight
Sharing your wishes before your death may ensure minimal strife for your heirs.
Seniors and mental fitness: What’s normal, what’s alarming
How to watch for signs of memory impairment, dementia or Alzheimer’s disease.
How life insurance can help you in your retirement
For some retirees life insurance may provide a useful option to supplement income.
Reverse mortgages: What you need to know
They can supplement retirement income by using home equity. But is a reverse mortgage right for you?
How to get, or keep, your retirement savings plan on track
Financial wellness relies on keeping savings tactics active and current.
Younger workers and retirement: The 'to-do' list
Retirement saving is not on the list of top priorities for younger workers these days.
The risks in borrowing from your retirement plan
A loan from your retirement plan can be a ready source of funds in an emergency, but there are risks involved.
Finding senior discounts
Price breaks can help stretch your savings, but you won’t get the perks unless you ask.
End of life planning: What loved ones should know
Establish a sound estate plan and make your wishes known before your death.
Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
How to help your grandchildren handle money
Grandparents have the life experience to pass along the gift of financial literacy.
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 to get your retirement planning started
Create a plan to diversify your money and allocate funds for retirement.
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.
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.
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