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.
Insurance, Annuities, and Investments
Blog Listing
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.
Why funding your IRA early might help maximize your return
By adding to your IRA earlier than April of the next year, your investment can potentially deliver more growth.
Four reasons why your 401(k) may not be enough
Your 401(k) may not generate sufficient income to sustain your retirement.
Using life insurance for supplemental retirement income
Business owners are finding that the traditional means of funding a comfortable retirement may not be enough.
Keeping your retirement plans in sync with your business
Are you a small business owner planning for retirement? Estimate the value of your business.
Retiring in 12 months or less? What to do
Stress test your budget, review your health insurance, and time your Social Security benefits carefully.
Your business, retirement, and the odds of liquidation
If you are a business owner looking to retire, beware of liquidation pitfalls.
Setting financial goals: Retirement
Contributing to qualified retirement plans is just part of the equation.
Should you move to a 55-or-older community?
These communities can offer numerous amenities, but may have limits as you age.
What benefits are employees looking for?
Gone are the days when an employer simply offers a 'one-size-fits-all' benefits package.
Retirement planning: What women do right
Women plan well for retirement, but they still lag behind men in account balances.
Scoring senior discounts
Price breaks can help stretch your savings, but you won’t get the perks unless you ask.
How to make sure your heirs won’t fight
Sharing your wishes before your death may ensure minimal strife for your heirs.
Estate planning for high net worth households
Financial tools from trusts to charitable giving to life insurance are available.
Health savings accounts for retirement planning: Pros and cons
These savings vehicles can fund medical expenses now and in later years.
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