How to emotionally prepare for retirement with your spouse
Depression, lifestyle, and money are common sources of discord for married couples in retirement.
Insurance, Annuities, and Investments
Blog Listing
Income tax diversification defined
It makes sense to have financial assets that offer different types of income tax advantages.
The 2021 Medicare window for 2022: Things to remember
It can be confusing, but coverage decisions need to be made by December 7.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and financial interests.
Roth IRA conversions explained
Roths offer numerous tax advantages, but they’re not right the right fit for everyone.
Retirement planning for single seniors
Financial challenges include possibly higher costs for housing and health care.
Should you move to a 55-and-older community?
These communities can offer numerous amenities, but may have limits as you age.
The unexpected problems with early retirement
To achieve FIRE — financial independence, retire early — takes extra planning and determination.
Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
Retirement needs vs. RMD rules — and the QLAC
When longevity concerns bump up against drawdown rules, look at this special contract provision.
Knowing the value of your business
When it comes to putting a price on the business, too many owners decide to go it alone.
Is there potential for market growth and guaranteed income? Yes
Some annuities offer a rider that can switch a market-growth focus to guaranteed income.
Selling your business: Planning for the proceeds
After selling your business, you need a strategy to convert proceeds into sources of retirement income.
Social Security spousal and survivor benefits: Different and not equal
Survivor benefits differ from spousal benefits and require a careful strategy choice.
Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
3 uncomfortable truths about retirement
But challenges can be overcome with the help of experienced advice and guidance.
Where you retire & your wallet: The varying cost of long-term care
Try to strike a balance between quality of care and your optimal retirement lifestyle.
5 potential retirement obstacles
Unexpected situations such as illness, injury, or career interruption can slow retirement savings.
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