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Most people don’t know even the basic rules of Social Security. That can lead to filer’s remorse—and thousands of forgone dollars.
See More On: Social Security | Saving for Retirement
Most retirees of moderate means, as well as those who are affluent, don't even spend all of their income, much less draw down the principal in their nest egg.
See More On: Saving for Retirement
Your challenge: Maintain financial security without sacrificing life experiences.
See More On: Making Your Money Last | Family Finances | Financial Planning
Strategies to get on the same page – or chart a new course.
See More On: Saving for Retirement | Leisure Spending
Most people approaching retirement have a number of resources to tap if they need money.
See More On: Financial Planning | Budgeting
How to help your spouse save more and maximize Social Security benefits.
See More On: Saving for Retirement | IRAs
Fixing up a house to sell often means spending thousands of dollars in repairs and upgrades.
See More On: Buying & Selling a Home | Best Cities, States & Places | Financial Planning
Mom's costs for medical care are manageable so far and, surprisingly, they haven't gone up much over the years.
See More On: Health Care & Insurance | Healthy Living on a Budget | Making Your Money Last
Whether you want to work for yourself or for someone else, take these steps to make it happen.
See More On: Careers | Financial Planning | Making Your Money Last
There's no shortage of angst and confusion about enrolling in Medicare. We've got answers.
See More On: Medicare | Health Care & Insurance
Neighborhood villages allow members to stay at home and have access to everything from pet walking and grocery runs to a list of vetted workers.
See More On: Buying & Selling a Home | Best Cities, States & Places | Making Your Money Last
If you decide you hate your new digs, you can move again without a hassle.
See More On: Saving for Retirement | Family Finances
Actuaries use present value to calculate the worth of future payouts. But people who wouldn't know a calculator from a remote control can use it, too.
See More On: Saving for Retirement | Family Finances | Financial Planning
Impressive credentials following an adviser's name may represent not much more than attendance at a weekend seminar.
See More On: Financial Planning | Estate Planning | Family Finances
Plenty of adventurous retirees set up housekeeping full-time or part-time in Europe, Latin America, Asia or other parts of the world.
See More On: Saving for Retirement | Making Your Money Last | Travel
Online calculators can help you estimate your life expectancy and determine how much money you'll need to retire.
See More On: Saving for Retirement | Making Your Money Last
The presenter mentioned that he sells annuities. He encouraged us to make an appointment for a free one-on-one consultation.
See More On: Annuities | Making Your Money Last | Saving for Retirement