Social Security’s Green Line Report: Get yours today!
It contains critical information for your retirement, so make sure you are getting it.
Insurance, Annuities, and Investments
Blog Listing
Why some seniors upsize in retirement
Some seniors opt for a bigger house during retirement as opposed to downsizing.
Social Security for divorced spouses
If you are divorced and filing for Social Security, consider the long-term impact of your choices.
Protecting your loved ones from elder financial abuse
It's critical that those closest to seniors watch for possible red flags.
LGBTQ workers and retirement: Problems and solutions
Unique risks and vulnerabilities make this community, especially older generations, less prepared.
Stability and value for retirement sponsors and savers
As more people approach and reach retirement age, stable value funds may become increasingly popular.
Social Security filing strategies for the widowed
If you lost a spouse, research your filing options carefully.
The right business successor: Key to retirement
Retiring business owners should create a succession plan to protect their family and successor.
Social Security filing options for singles
Singles research claiming strategies to maximize their retirement income.
Social Security filing strategies for married couples
Couples can maximize their lifetime payout by planning ahead.
Saving in your 40s and 50s: It’s never too late to get started
A late start doesn't mean you can't make headway on retirement savings.
Reverse mortgages: What you need to know
They can supplement retirement income by using home equity. But is a reverse mortgage right for you?
Filing for Social Security retirement benefits
Many Americans file for benefits at the earliest opportunity, but that may not be wise.
Millennials and retirement: The 'to-do' list
Retirement saving is not on most millennials’ list of top priorities.
What people don't know about Social Security, but should
It’s startling how little people really know about what could be their biggest asset in retirement.
Don't waste your financial windfall
Use found money to pay off debt, bolster savings, or fund retirement.
Why baby boomers should secure a mortgage before retirement
It might be easier to qualify before tapping retirement resources.
Single seniors pay more for health care
Out-of-pocket health care costs in retirement are much higher for senior singles than for senior couples.
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