Social Security Blue Bar Report: Why so many need it
It contains critical information for your retirement, so make sure you have access to it.
Insurance, annuities, and investments
Blog Listing
The three keys to choosing your investments
It’s important to understand three fundamental concepts of retirement plan investing.
Social Security benefits & filing options for ex spouses
If you are divorced and filing for Social Security, consider the long-term impact of your choices.
Does an annuity fit your retirement goals?
Annuities may provide you with an additional source of reliable income now, in retirement, or in the future.
Inherited IRA: Mistakes to avoid
Beneficiaries of an inherited IRA can avoid costly mistakes by knowing the rules.
Four financial acts for your family
Families support each other emotionally, physically...and, just as important, financially.
Social Security benefits and filing options for the widowed
If you lost a spouse, research your filing options carefully.
Signs of elder financial abuse — and what to do about them
It's critical that those closest to seniors watch for possible financial red flags.
How business owners can use life insurance to help in retirement
Business owners are finding that the traditional means of funding a comfortable retirement may not be enough.
Default funds and retirement plans: Avoiding guesswork
Popular default funds may help remove some of the guesswork typically associated with retirement plan investing.
Social security strategies for single people
Singles research claiming strategies to maximize their retirement income.
When should I file for Social Security retirement benefits?
Many Americans file for benefits at the earliest opportunity, but that may not be wise.
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.
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.
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