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.
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…
Social Security: The $64,000 Question
When you choose to take Social Security might impact your retirement income. Find out how. Before considering how personal circumstances…
Social Security: Five Facts You Need to Know
Here‘s 5 facts about Social Security you absolutely need to know. Social Security can be complicated and, as a result,…
Inflation – Back to the Future
Even low inflation rates can impact your retirement outlook over time. Will the levels of U.S. public debt and loose…
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. The reason withdrawals…
Does Your Portfolio Fit Your Retirement Lifestyle?
A retiree‘s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours? Most portfolios are constructed…
Should You Borrow from Your 401(k)?
The average credit card balance in June 2015 was $15,706, down from its peak of $18,600 in 2009.¹ With the…
Three Key Questions to Answer before Taking Social Security
Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it,…
Volunteering in Retirement
“This generation got no destination to holdWe are volunteers of America”“Volunteers” by Jefferson Airplane¹ Those of a certain age will…