The right business successor: Key to retirement
Retiring business owners should create a succession plan to protect their family and successor.
Insurance, Annuities, and Investments
Blog Listing
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
Is extended care part of your retirement future?
In many people’s minds, long term care is something that only happens to someone else.
Financial protection tactics as you near retirement
Protect your portfolio against a market downturn with diversification, asset allocation, or an annuity.
Saving for retirement in your 20s: Doing the math
Millennials should start saving early for a fatter nest egg.
4 simple ways to delay Social Security
There are some compelling reasons for delaying your Social Security.
Retirement savings catch up: 3 moves
Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.
Health savings accounts for retirement planning: Pros and cons
These savings vehicles can fund medical expenses now and in later years.
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 you in your retirement
For some retirees life insurance may provide a useful option to supplement income.
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 get, or keep, your retirement savings plan on track
Financial wellness relies on keeping savings tactics active and current.
Younger workers and retirement: The 'to-do' list
Retirement saving is not on the list of top priorities for younger workers these days.
The risks in borrowing from your retirement plan
A loan from your retirement plan can be a ready source of funds in an emergency, but there are risks involved.
Finding senior discounts
Price breaks can help stretch your savings, but you won’t get the perks unless you ask.
3 financials to check on your birthday
Another year gone by, so maybe check on a few things before blowing out the candles.
End of life planning: What loved ones should know
Establish a sound estate plan and make your wishes known before your death.
Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
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