Retirement

There are some compelling reasons for delaying your Social Security.

If you qualify for a Roth IRA, it might make sense to limit a 401(k) to employer match.

Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.

For some retirees life insurance may provide a useful option to supplement income.

Don’t let college costs, market volatility, or longevity risk give you nightmares.

In some cases renting may mean less cost, fewer chores, and more fun.

Millennials should start saving early for a fatter nest egg.

Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.

Millennials must pursue a disciplined approach of paying student loans while saving for retirement.

More Americans are dreaming of an early retirement. If that includes you, start planning now.

Higher-income households are more confident, but still worry about the American dream.   

To retain control of your options as you get older, make plans and formalize key documents ahead of time. 

Another year gone by, so maybe check on a few things before blowing out the candles.

Sometimes paying a mortgage during retirement can be financially viable. 

Retiree tips for qualifying for a mortgage without employment income.

Forgetfulness or diminished mental capacity: One can be troublesome; the other, financially dangerous.

Kid-free couples need a bigger financial war chest to pay for long-term care expenses as they age.

It contains critical information for your retirement, so make sure you are getting it.