Latest articles by Eleanor Laise
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Don't Count on Working Longer
retirement Fully half of the retirees surveyed this year said they left the workforce earlier than planned.
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Beware Advice on Lump Sum Offers
Making Your Money Last If your pension plan gives you a lump sum option, get two or three opinions before taking the money.
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Retirees Mull Pension Lump Sum Offers
Making Your Money Last To reduce risks and costs of pension plans, some companies are offering lump sums to former employees and retirees currently getting monthly pension payments.
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Don't Run Out of Money in Retirement
Making Your Money Last This spend-down strategy based on RMD rules will help you cover retirement expenses with less risk.
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Build a Bond Ladder With New Funds
investing Small investors can benefit from the diversification and low costs of new bond funds that have defined maturity dates.
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Surprise, Retirees! Return the Benefits
Making Your Money Last Companies that discover pension overpayments can demand participants pay back the money or see their future benefits slashed.
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A Nursing Home Stay Can Be Temporary
home A voluntary move out of a nursing home requires careful planning for the transition home, while an involuntary move may require a fight for a resident's rights.
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A Dubious Deal for a Death Benefit
insurance Some insurance companies move death benefit proceeds into retained-asset accounts, which have several drawbacks for beneficiaries.
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Your Life Span? Ask the Calculator
Making Your Money Last Many issues facing retirees revolve around life expectancy. These online tools may be able to help.
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A New Chapter of Pension Plan Woes
Making Your Money Last Pensions used to be a reliable stream of retirement income, but these twists and turns could put a pension benefit in jeopardy.
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A New Life for Pension Plans
retirement Bucking the 401(k) trend, one union moves to a new type of defined-benefit plan in which employers and employees share the risk.
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On the Home Stretch to Your Retirement
retirement If you are facing a large gap in your savings, these steps can help keep your retirement plans on track.
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Courts Off Limits to Nursing Home Residents
retirement An increasing number of nursing homes are including binding arbitration agreements in their admissions contracts.
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Expand Your Options for Charitable Giving
spending Rock-bottom interest rates and forecasted higher future tax rates are creating attractive opportunities for donors.
spending -
Prepaid Funeral Plans Can Be a R.I.P.-Off
Making Your Money Last Paying ahead for your funeral might seem ideal, but a prepaid plan can come with unexpected costs.
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Protect Your Nest Egg From a Deluge of Fees
Making Your Money Last Save money by ferreting out the pesky fees that are nibbling at your nest egg.
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Payout Funds May Fail to Deliver Real Income
retirement Pay attention to a few key factors that underscore the stability of a payout fund's distributions.
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Sell Your Business to Fund Retirement
Making Your Money Last Plan ahead to prepare your firm for the sales block and to smooth the transition to retirement.
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Protect Your Retirement Nest Egg From Market Volatility
Markets Take these steps to keep your retirement plans on track.
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A Strategy for a Lifetime of Income
Making Your Money Last Split your nest egg into separate buckets to generate income throughout your retirement.
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Will Your Life Insurer Pay Promised Benefits?
insurance Regulators are scrutinizing insurers' payouts to beneficiaries. Prepare now to ensure your heirs will receive their benefits.
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Dangers in Unlisted Real Estate Trusts
investing The marketing of non-traded REITs as a stable investment for seniors is drawing scrutiny from regulators.
investing