Longevity Rules: Why long-term retirement planning is more important for women
Retirement planning is one of the most important guarantees an individual can make to ensure that their retirement goes smoothly…
Living Apart, Together?
Retirement comes with myriad decisions – most made jointly with a significant other, and while these decisions have been years…
What’s So Great About a Rollover?
An IRA rollover may make sense whether you’re leaving one job for another or retiring altogether
What is a Roth 401k?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA. While many people are familiar…
Term vs. Permanent Life Insurance
According to industry experts, most people don’t have enough life insurance. LIMRA, which keeps close tabs on the industry, recently…
Orchestrating Your Retirement Accounts
You’re the conductor of your 401k, IRA and taxable savings. An orchestra is merely a collection of instruments, each creating…
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…
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…