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Retirement

Time to see if your saving and spending plans are on track or need a course correction.

Mid-year financial check up

Retirement is a journey that should start early with steady navigation. Have a road map.

Ultimate retirement guide

Stretching your retirement withdrawal rate to help ensure that your money lasts as long as you do.  

The ideal retirement portfolio withdrawal rate

Congress is close to making it less costly for business owners to provide retirement plans for their employees.

Secure Act for small business

Depending on their financial picture, certain groups of people could potentially gain from LTC coverage.

6 people who dismiss  long term care insurance  but maybe shouldn’t

Retirement rule changes are being considered by Congress. Here are three areas to look at.

Congress’ retirement rule changes and you: 3 points

Be strategic to lower your tax bill in retirement.

A less taxing retirement

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

Preparing for diminished capacity

Saving for retirement is easier the earlier you start. Here’s how to take that all-important step.

Starting a retirement plan

Paying for possible long-term care needs is a growing concern. Planning ahead can help.

Long term care needs loom

Can you help your aging, financially struggling parents without compromising your future financial security? 

Helping parents

America’s retirement numbers aren’t adding up, but innovation and growing awareness may offer some relief.

Retirement income crisis

There is a basic miscalculation with not starting early when it comes to planning for your financial future. 

Why saving for retirement early is important

Learn how to retire early without paying penalties on retirement account distributions before age 59½.

Early retirement penalties

Adult children may be legally responsible for their parents' long-term care costs.

Long-term care

Seniors are turning to home-sharing programs and cohousing communities to help with the bills and chores. 

Senior living and the cohabitation option

Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe. 

Overpaying taxes

Your former home could become an asset, if you fully understand the duties and expenses of landlording.

Sell or rent old home?