Tagged As

Retirement

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.

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

If you are divorced and filing for Social Security benefits, consider the long-term impact of your options. 

It's critical that those closest to seniors watch for possible red flags.

Families support each other emotionally, physically...and, just as important, financially.

Unique risks and vulnerabilities make this community, especially older generations, less prepared.

As more people approach and reach retirement age, stable value funds may become increasingly popular. 

If you lost a spouse, research your filing options carefully.