Senior scams to watch for this holiday season
Be on the alert for scammers looking to take advantage of unsuspecting older family members and loved ones.
Insurance, annuities, and investments
Blog Listing
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and financial interests.
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
Top wellness benefits for employees
Employer-offered programs that aim to keep employees healthy and happy.
The right business successor: Key to retirement
Retiring business owners should create a succession plan to protect their family and successor.
Retirement planning: What women do right
Women plan well for retirement, but they still lag behind men in account balances.
Business liquidation options vs. an owner's retirement
If you are a business owner looking to retire, beware of liquidation pitfalls and challenges.
Financial protection tactics as you near retirement
Protect your portfolio against a market downturn with diversification, asset allocation, or an annuity.
5 financial fears you must face
Don’t let college costs, market volatility, or longevity risk give you nightmares.
Health savings accounts for retirement planning: Pros and cons
These savings vehicles can fund medical expenses now and in later years.
When student loan and 401(k) compete
Younger workers must pursue a disciplined approach of paying student loans while saving for retirement.
4 simple ways to delay Social Security
There are some compelling reasons for delaying your Social Security. Here's how.
Saving for retirement in your 20s: Doing the math
By starting early, younger workers can achieve greater returns via an IRA or 401(k).
How to find senior discounts to save on food, drugs, travel and more
Price breaks can help stretch your savings, but you won’t get the perks unless you ask.
Should I borrow from my retirement? Understanding the risks
A loan from your retirement plan can be a ready source of funds in an emergency, but there are risks involved.
Reverse mortgages: What you need to know
They can supplement retirement income by using home equity. But is a reverse mortgage right for you?
How to make sure your heirs won’t fight
Sharing your wishes before your death may ensure minimal strife for your heirs.
How life insurance can help supplement retirement income
For some retirees life insurance may provide a useful option to supplement income.
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