“Age 100 is now a possible goal for young people around the world with good health care.”
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A Look at Target-Date Funds as You near Retirement
“They may not make sense once you're past the target date.”
Answers to Your Medicare Questions
“When you turn 65, you have to master a new health care system.”
Find Out More about Home Healthcare Services
“It should ease your mind to learn that there are many more sources of funding for in-home healthcare than you may think.” There can be
Making That First RMD
If you turned 70½ last year but did not take the required minimum distribution (RMD) from your IRA, then you had until April 1 of
Work A Bit More and See the Benefits!
“Working into the second half of your sixties (or even longer) can mean a happier, more financially secure retirement when you finally leave your job.”
Make Your Retirement Checklist
“When it comes to retirement, a checklist is the best way to tackle this difficult subject. It can also put things into perspective.” Forbes’ recent
Retirement Is the Most Expensive Thing That You’ll Ever Pay For
A new study from Merrill Lynch and Age Wave, part of a four-year, 50,000-respondent investigation into the changing lifescape of retirement, reports that retirement has
Tax Deductions with Roths and Traditional IRAs
A 23-year-old single contributes the maximum $18,000 to his Roth 401(k) at work in 2016, and his employer matched $9,000. So, is he allowed to
Delaying Social Security to Boost Your Benefits
Delayed-retirement credits increase Social Security benefits each month after you reach full retirement age (66 for those born between 1943 and 1954). If you accumulate
Calculating Your Social Security Benefit
Many newly-minted Baby Boomer retirees may wonder how often they should be receiving a Social Security benefits statement in the mail. They also ask what
Mary Tyler Moore’s Money Savvy Results in Big Contributions to Her Favorite Charities
When actress Mary Tyler Moore was told she had diabetes, her doctors gave her a 50-50 shot at living another 35 years. A recent Trust
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Latest Posts
- Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think
- The Great Wealth Transfer Is Coming—Will Your Family Be Ready or Left in a Mess?
- Understanding the Medicaid Look-Back Period and Penalties
- From Elder Law to Canine Care: A Conversation with Susan Hunter
- Unlocking Personal Growth and Caregiving Support with Julie Cassaday on The Red Wagon Club Podcast