Retirement rule changes: 3 things Congress is considering
Legislators are discussing adding more retirement timeline flexibility and new savings features.
Insurance, Annuities, and Investments
Blog Listing
Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
Retirement needs vs. RMD rules — and the QLAC
When longevity concerns bump up against drawdown rules, look at this special contract provision.
Knowing the value of your business
When it comes to putting a price on the business, too many owners decide to go it alone.
Is there potential for market growth and guaranteed income? Yes
Some annuities offer a rider that can switch a market-growth focus to guaranteed income.
Selling your business: Planning for the proceeds
After selling your business, you need a strategy to convert proceeds into sources of retirement income.
Social Security spousal and survivor benefits: Different and not equal
Survivor benefits differ from spousal benefits and require a careful strategy choice.
Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
3 uncomfortable truths about retirement
But challenges can be overcome with the help of experienced advice and guidance.
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.
Crazy stock markets? Count your financial eggs
Sudden market drops point up the value of long-term investing horizons and diversification.
5 potential retirement obstacles
Unexpected situations such as illness, injury, or career interruption can slow retirement savings.
The ideal retirement withdrawal rate
Stretching your retirement withdrawal rate to help ensure that your money lasts as long as you do.
5 tactics for investing in your retirement
Following these time-tested investment principles may get you from the present to retirement.
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.
5 steps to performing a midyear financial plan review
Time to see if your saving and spending plans are on track or need a course correction.
Three ways to pay for long-term care
Home health aides, assisted living, or nursing homes can be a major expense.
How directed trusts can help meet your estate planning needs
Beyond administration, they can help keep your investment philosophy on track.
Previous Page Page 1 of 8 Next Page