Top wellness benefits
Employer-offered programs that aim to keep employees healthy and happy.
Insurance, Annuities, and Investments
Blog Listing
No desire to retire? Here’s how to plan
Those who intend to keep working as they age still need a retirement plan for themselves and their family.
Four financial acts of mutuality
Families support each other emotionally, physically...and, just as important, financially.
How to survive retirement with your spouse
Depression and money are common sources of discord for married couples in retirement.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
Three ways to pay for long-term care
Home health aides, assisted living, or nursing homes can be a major expense.
Protecting yourself against market fluctuations in retirement
There are alternatives that can help buffer your retirement income.
5 steps to a midyear financial review
Time to see if your saving and spending plans are on track or need a course correction.
Crazy stock markets? Count your financial eggs
Sudden market drops point up the value of long-term investing horizons and diversification.
Investing for retirement
Following these time-tested investment principles may get you from the present to retirement.
Selling your business: Planning for the proceeds
After selling your business, you need a strategy to convert proceeds into sources of retirement income.
Where you retire & your wallet: The varying cost of long-term care
Try to strike a balance between quality of care and your optimal retirement lifestyle.
Your ultimate retirement planning guide
Retirement is a journey that should start early with steady navigation. Have a road map.
The ideal retirement portfolio withdrawal rate
Stretching your retirement withdrawal rate to help ensure that your money lasts as long as you do.
What the SECURE Act could mean for businesses
Congress is close to making it less costly for business owners to provide retirement plans for their employees.
6 people who dismiss long-term care insurance, but maybe shouldn’t
Depending on their financial picture, certain groups of people could potentially gain from LTC coverage.
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