Think Advisor’s recent article, “Americans Are Retiring Later, Dying Sooner and Sicker in Between,” notes that lifespans aren’t necessarily extending to offer equal time in
Blog
When Do I Sign up for Medicare Part B?
What if you signed up for Medicare Part A when you turned 65, but didn’t enroll in Part B because you were still working and
When is the Right Time to Take Social Security?
A critical decision in your retirement planning, is when to begin taking your Social Security payments. A wrong move can result in long-term consequences. Kiplinger
Answers to 401(k) Questions
As you develop your financial and estate plans, you should consider integrating 401(k) accounts into an overall retirement strategy. It’s an important part of the
Review These Retirement Planning Criteria
Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield.
Five Challenges to Retirement
“The road to retirement is pretty straightforward—until you start getting close.”
How to Tap into Your Ex’s Social Security Benefits
“Even though you and your ex-spouse may no longer be in love with each other, you may still have the ability to tap into his
Trimming Taxes for Retirees
“For now, trimming your tax tab is up to you, not the men and women in Washington who write the tax law.”
Planning Ahead with Long-Term Care
“The experiences of people we care about often deeply affect us.”
Hold Up on the Retirement Celebration until You Cross These off the List
“Months before you walk away, gold watch in hand, there some steps to take to maximize your benefits, take care of taxes and pave the
Playing with Fire? Having an Annuity in Your Traditional IRA
“If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.”
How to Build, Protect and Enhance Your Wealth throughout Your Life
“Save early and often. The sooner you start to save, the easier it will be to amass a comfortable nest egg -- thanks to the