Retiring and Investing

If you’re spending less than you can safely withdraw, try creating a spending plan, consider an annuity to generate more income, or use whole life insurance to transfer longevity risk.

Spousal benefits can be an important and fundamental part of a good retirement plan, but know what goes into the calculation.

If you’re spending less than you can safely withdraw, try creating a spending plan, consider an annuity to generate more income, or use whole life insurance to transfer longevity risk.

It’s important to understand three fundamental concepts of retirement plan investing.

The popular withdrawal strategy for generating sustainable retirement income is widely adopted, but often misapplied. Here’s your need-to-know.

Getting a new home loan can open the door to lowering your monthly payment and improving your finances long term.

Can you show support with your investment dollars and still earn strong returns?

Heading into the second half of the year, the U.S. economy is projected to grow at a modest pace, although recession risks remain elevated and the labor market remains a focal point.

It's critical that those closest to seniors and elderly loved ones watch for possible financial red flags.

Home prices often determine the perceived level of wealth in the country. So, what’s the real estate market telling us?

How life insurance, annuities, and other uncorrelated assets can provide an alternate source of income when markets are volatile.

Aiming for targets in 4 key tactical money-management areas will set an overall plan for your strategic financial objectives.

Same-sex newlyweds who are in the market for a home must shop carefully.

If you don’t need the income to cover monthly bills, you might choose to pay down debt, reinvest it for growth, or donate to charity.

A guaranteed income steam can help women counter the financial risks they may face in retirement.

A 529 plan allows you to save for that coming college bill in a tax-advantaged way. Know the essentials.

It’s usually better to wait out a market downturn, rather than withdraw or attempt to time the market.

Annuities can guarantee income for retirement, but they can also provide the protection of passing on their value to a beneficiary should the unforeseen occur.