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What the Heck Is a Reverse Mortgage?

Lately, you’ve likely noticed a glut of television, radio and even Web advertisements — many of them featuring well-known actors…

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE…

The Cost of Your Family Tree

Planning your finances for retirement is a challenge and it seems to only become more challenging as time moves on. …

Living Apart, Together?

Retirement comes with myriad decisions – most made jointly with a significant other, and while these decisions have been years…

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio. During your accumulation years, you may have…

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed,…

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are? Over half of Americans do…

Volunteering in Retirement

“This generation got no destination to holdWe are volunteers of America”“Volunteers” by Jefferson Airplane¹ Those of a certain age will…

Building Your Legacy

Creating your legacy does not happen overnight, and it doesn’t come without a strategy and hard work. A four-step framework…

Avoiding Cognitive Decline

Of those aged 65 and older, 10 to 20 percent have mild cognitive impairment. In addition, women have a 1…

Four Really Good Reasons to Invest

The reasons to invest may have nothing to do with your retirement. Here are four good reasons.