Covering costs in Medicare's 'donut hole'
Medicare's drug coverage gap may be shrinking, but medication costs may still present a financial challenge.
Insurance, Annuities, and Investments
Blog Listing
Wealth management: Is setting up a trust right for you?
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
Employee financial wellness: Have a game plan
Get your employees to pay attention to their financial planning and future.
4 simple ways to delay Social Security
There are some compelling reasons for delaying your Social Security.
Millennials: A 401(k), Roth combo may win
If you qualify for a Roth IRA, it might make sense to limit a 401(k) to employer match.
Retirement plan contribution limits: Your need-to-know
Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.
How life insurance can help you in your retirement
For some retirees life insurance may provide a useful option to supplement income.
5 financial fears you must face
Don’t let college costs, market volatility, or longevity risk give you nightmares.
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
Saving for retirement in your 20s: Doing the math
Millennials should start saving early for a fatter nest egg.
Retirement savings catch up: 3 moves
Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.
When student loan and 401(k) compete
Millennials must pursue a disciplined approach of paying student loans while saving for retirement.
A checklist for early retirement
More Americans are dreaming of an early retirement. If that includes you, start planning now.
MassMutual survey: Optimism amid sandwich generation fears
Higher-income households are more confident, but still worry about the American dream.
3 financials to check on your birthday
Another year gone by, so maybe check on a few things before blowing out the candles.
Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
Protecting seniors from financial exploitation
Forgetfulness or diminished mental capacity: One can be troublesome; the other, financially dangerous.
A retirement roadmap for DINKs
Kid-free couples need a bigger financial war chest to pay for long-term care expenses as they age.
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