When should I file for Social Security retirement benefits?
Many Americans file for benefits at the earliest opportunity, but that may not be wise.
Insurance, Annuities, and Investments
Blog Listing
Estate planning tools for households
Financial tools from trusts to charitable giving to life insurance are available.
Protecting seniors from financial exploitation
Forgetfulness or diminished mental capacity: One can be troublesome; the other, financially dangerous.
Is your retirement portfolio inflation ready?
These four steps can help insulate your retirement savings from inflation.
Retiring into a bear market: How to weather a downturn
Don’t let a retreating market derail your retirement plans. Here’s what to do if you plan to retire soon.
The power of perspective in turbulent times
Changing your investments can be a great idea, as long as you’re doing it for the right reasons.
A new kind of romance scam
It uses technology and crypto-investment mystique to con even the most savvy.
When markets dive, keep your strategic calm
Sudden market drops point up the value of long-term investing horizons and diversification.
Retirement rule changes: 3 things Congress is considering
Legislators are discussing adding more retirement timeline flexibility and new savings features.
‘Unretirement’: Financial implications of going back to work
Many retirees return to work after calling it quits, but there can be financial consequences.
3 tips to avoid locking in losses
It’s usually better to wait out a market downturn, rather than withdraw or attempt to time the market.
How to save for retirement in your 40s and 50s
A late start doesn't mean you can't make headway on retirement savings.
To-do list for an unplanned early retirement
Leaving the workforce prematurely can create financial instability. Here’s how to manage the risks.
Retirement planning: What women do right
Women plan well for retirement, but they still lag behind men in account balances.
LGBTQ+ workers and retirement: Problems and solutions
Unique risks and vulnerabilities make this community, especially older generations, less prepared.
Protecting yourself against market fluctuations in retirement
There are alternatives that can help buffer your retirement income.
The pandemic’s effects on wealth and retirement milestones
The pandemic has affected workers’ ability to save for the future and decide when to retire.
Beware retirement’s overlooked risk: Sequence of returns
The order of investment returns each year can actually be more important than the returns themselves.
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