The important question: Are you prepared? Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health
Not everyone retires the same way – or at the same pace. Are you in a hurry to retire? Not everyone is rushing to that particular finish line. According to the 2018 retirement survey from
What they are; why they matter. For many investors, it can be tempting to think of one's portfolio in terms of “gains” or “losses.” True, this is a central concept to understanding market behavior, but
Plan F is fading away, and Plan G may gain more popularity. Soon, two types of Medigap policies will no longer be sold. Seniors who enroll in Medicare in 2020 or later will be unable
Talk about precautions with the seniors in your family. Elders are financially defrauded in this country on a daily basis. Only a few of these crimes are made public. In fact, the National Adult
When you reach age 70½, they can be a new way of giving. As the owner of a traditional IRA, you are likely aware that you are obligated to make required minimum distributions (RMDs)
A look at two basic methods for shielding assets from probate. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are
What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises
When to start? Should I continue to work? How can I maximize my benefit? Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should
Future financial needs may be underestimated. If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of