Retiring and Investing

Wars are atrocious and unpredictable. But the history of markets and capitalism can offer some guidance.

When bear markets take hold, look to history and your own financial goals.

Qualifying for the home loan you want could become more challenging once you’re relying on retirement assets and income.

Sure, there are risks, but a look at the economic undertow shows that things are fairly stable.

Annuities held in qualified retirement accounts can potentially help cover your distributions and maximize tax efficiency.

To find a new trusted financial professional, interview candidates, ask questions, and check references.

There’s a way to tap benefits now, and make up for some of the early withdrawal later through voluntary suspension.

Retiree tips for qualifying for a mortgage without employment income.

Understand these tactics for paying off debt from using proceeds from retirement plan distributions to Social Security tactics.

Survivor benefits differ from spousal benefits and require a careful strategy choice.

Retirees moving to another state should consider state income, property, and inheritance taxes to avoid costly surprises.

Seniors can turn to home-sharing programs and cohousing communities to help with the bills and chores.

Individual preferences and goals can differ and evolve, but there are concepts everyone should know before committing dollars.

Some seniors opt for a bigger house during retirement as opposed to downsizing.

A new financial-wellness perspective can help you get centered and ready for retirement.

Annuities come in many forms with many different provisions. Here are some useful terms.

Financial planning for the old often focuses on wealth preservation, health care costs, and leaving a legacy behind.

Know your partner’s finances and start by creating a cohabitation agreement to mitigate risk.