Tagged As

Retirement

Business owners are finding that the traditional means of funding a comfortable retirement may not be enough.

Are you a small business owner planning for retirement? Estimate the value of your business.

Stress test your budget, review your health insurance, and time your Social Security benefits carefully. 

If you are a business owner looking to retire, beware of liquidation pitfalls.

Contributing to qualified retirement plans is just part of the equation.

Millennials should start saving early for a fatter nest egg.

These communities can offer numerous amenities, but may have limits as you age.

Gone are the days when an employer simply offers a 'one-size-fits-all' benefits package.

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

Women plan well for retirement, but they still lag behind men in account balances. 

Employer-offered programs that aim to keep employees healthy and happy.

Price breaks can help stretch your savings, but you won’t get the perks unless you ask.

Depression and money are common sources of discord for married couples in retirement.

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

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

After selling your business, you need a strategy to convert proceeds into sources of retirement income.

Sharing your wishes before your death may ensure minimal strife for your heirs.

Financial tools from trusts to charitable giving to life insurance are available.