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New Statistics on Retirement Ages and Mortality Rates

New Statistics on Retirement Ages and Mortality Rates

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

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When Do I Sign up for Medicare Part B?

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

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When is the Right Time to Take Social Security?

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

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Answers to 401(k) Questions

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

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Review These Retirement Planning Criteria

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.

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Five Challenges to Retirement

Five Challenges to Retirement

“The road to retirement is pretty straightforward—until you start getting close.”

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How to Tap into Your Ex’s Social Security Benefits

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

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Trimming Taxes for Retirees

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.”

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Planning Ahead with Long-Term Care

Planning Ahead with Long-Term Care

“The experiences of people we care about often deeply affect us.”

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Hold Up on the Retirement Celebration until You Cross These off the List

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

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Playing with Fire? Having an Annuity in Your Traditional IRA

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.”

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How to Build, Protect and Enhance Your Wealth throughout Your Life

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

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