Retirement
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How Annuities Can Help You Retire Early and Delay Social Security
Waiting until 70 to claim Social Security benefits can pay off, so how do you bridge the gap between giving up your paycheck and filing for benefits?
By Ken Nuss Published
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Spring Is a Good Time to Clean Up Your Finances, Too
While you’re decluttering your home for spring, consider taking a crack at cleaning up your finances and old paperwork, too.
By Tony Drake, CFP®, Investment Advisor Representative Published
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The 25 Best No-Load Mutual Funds You Can Buy
mutual funds The key to building wealth long-term is buying high-quality, no-load mutual funds run by seasoned stock pickers. Here are our favorites.
By Nellie S. Huang Last updated
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Dating Again? Nine Rules for Older Singles
Don't be afraid of dating when you're older. But do be careful. We have some dos and don'ts for senior daters.
By Katherine Reynolds Lewis Last updated
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Niche Retirement Communities Are Growing — Are They Right for You?
Niche retirement communities, where people come together over shared affinities, are becoming more abundant.
By Eileen Daspin Last updated
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Is Your Retirement Solution Hiding in Plain Sight?
Here’s how to use your home equity in combination with an annuity contract to produce late-in-life income.
By Jerry Golden, Investment Adviser Representative Published
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How to Choose Your Trustee or Executor of Your Will
Above all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka Published
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What's the 2024 Estate Tax Exemption?
Estate Tax The estate tax exemption amount increased for 2024. Will your heirs escape a tax bill?
By Katelyn Washington Last updated
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Common Estate Planning Mistakes
Have you avoided the eight most common estate planning mistakes? Your family will thank you.
By Daniel Bortz Last updated