Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer. One of the common threads…
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed,…
Important Birthdays Over 50
Many people stop being “and-a-half” around age 12. But at age 50, “and-a-half” makes a comeback. Most children stop being…
Volunteering in Retirement
“This generation got no destination to holdWe are volunteers of America”“Volunteers” by Jefferson Airplane¹ Those of a certain age will…
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending. Don’t let healthcare costs…
Catch Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers. Did you know…
Four Really Good Reasons to Invest
The reasons to invest may have nothing to do with your retirement. Here are four good reasons.
9 facts about retirement
Just entering retirement? Here’s what you need to know.
Retirement Income and the traditional portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Money that Buys Good Health is Never Ill Spent
Health-care coverage (including Medicare) typically does not cover extended medical care. With healthcare expenses in the spotlight, it‘s incumbent upon…