retirement

22 Best Retirement Stocks for an Income-Rich 2022
dividend stocks

22 Best Retirement Stocks for an Income-Rich 2022

Ideally, your retirement stocks will help you generate a sizable and reliable income stream. These 22 dividend payers make the grade.
January 21, 2022
12 Questions Retirees Often Get Wrong About Taxes in Retirement
retirement

12 Questions Retirees Often Get Wrong About Taxes in Retirement

You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
January 21, 2022
14 IRS Audit Red Flags for Retirees
retirement

14 IRS Audit Red Flags for Retirees

Seniors beware: Your actions can increase the chances of the IRS giving your tax return a closer look.
January 21, 2022
2021 Tax Returns: What's New on the 1040 Form This Year
tax filing

2021 Tax Returns: What's New on the 1040 Form This Year

Don't get caught off guard this tax season. Familiarize yourself with potential changes for your 2021 tax return before tackling your 1040.
January 21, 2022
Why Fixed-Rate Annuities Pay More than Bank CDs
annuities

Why Fixed-Rate Annuities Pay More than Bank CDs

Have you looked at the interest rates CDs pay lately? If you’re underwhelmed, you may want to look into a fixed-rate annuity. Each has distinct pros a…
January 21, 2022

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A Charitable Trust With Many Benefits for Retirees
Charity

A Charitable Trust With Many Benefits for Retirees

You can use a charitable remainder trust to help support causes you love and leave money to heirs in a way that mimics the old "stretch" IRA.
January 20, 2022
Why Women Need to Take a More Active Role in Their Financial Futures
Women & Money

Why Women Need to Take a More Active Role in Their Financial Futures

It’s a mistake to let someone else make all your decisions or take care of everything for you. You can start taking control of your finances by review…
January 17, 2022
What Assets Should Be Included in Your Trust?
estate planning

What Assets Should Be Included in Your Trust?

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries, and it can significantly reduce the headaches of pr…
January 16, 2022
6 New Year’s Resolutions for Your Wealth Plan
retirement planning

6 New Year’s Resolutions for Your Wealth Plan

Everyone could benefit from checking these six items off their to-do list this year.
January 14, 2022
Why Your New Social Security Check May Be Less Than You Thought
social security

Why Your New Social Security Check May Be Less Than You Thought

Watch out, because these three supposed “rules” about Social Security benefits may not actually apply to you.
January 13, 2022
What Retirees Will Pay for Medicare in 2022
Medicare

What Retirees Will Pay for Medicare in 2022

Seniors will pay more for Parts B and D this year, though Medicare Advantage plans should be slightly cheaper.
January 12, 2022
Medicare to Consider Lowering Part B Premiums
Medicare

Medicare to Consider Lowering Part B Premiums

Beneficiaries could see a reduced Part B premium after Biogen announced it would slash the price of its expensive, and controversial, new Alzheimer's …
January 12, 2022
Taxes in Retirement: How All 50 States Tax Retirees
Tax Breaks

Taxes in Retirement: How All 50 States Tax Retirees

We rated every state, plus the District of Columbia, on how retirees are taxed. Some of the results might surprise you.
January 11, 2022
4 Steps to Kickstart a Financial Plan in 2022
retirement planning

4 Steps to Kickstart a Financial Plan in 2022

The new year is a great time to dot the i’s and cross the t’s on your financial plan. Here are four areas that could use your attention right now.
January 11, 2022
Factoring Inflation into Your Retirement Plan
retirement planning

Factoring Inflation into Your Retirement Plan

How much should you be worried about inflation’s impact on your retirement income plan? If you plan right, you shouldn’t have to worry at all.
January 10, 2022
Every Retirement Plan Should Include These 5 Points
retirement planning

Every Retirement Plan Should Include These 5 Points

The nuts and bolts of retirement planning can be boiled down quite succinctly. So what are you waiting for? Get started.
January 9, 2022
Stop Procrastinating on Your Retirement Plan! Here’s How
retirement planning

Stop Procrastinating on Your Retirement Plan! Here’s How

Do you drag your feet when it comes to your finances and retirement savings? It’s an all-too-common problem. Here are some tips to help fix it.
January 8, 2022
Schwab Intelligent Income vs. an Annuity: Which Is Better?
annuities

Schwab Intelligent Income vs. an Annuity: Which Is Better?

True, Charles Schwab’s program offers flexible income options for retirees, but when you run the numbers, a good old-fashioned immediate annuity produ…
January 7, 2022
How to Know When You Can Retire
retirement

How to Know When You Can Retire

You’ve scrimped and saved, but are you really ready to retire? Here are some helpful calculations that could help you decide whether you can actually …
January 5, 2022
A 2022 Guide to Key Dates for Retirees
retirement planning

A 2022 Guide to Key Dates for Retirees

Missing an important deadline can sometimes mean a financial hit. Here is a checklist of what you need to do and when to avoid any potential issues.
January 4, 2022
When It Comes to Your Financial Plan, You Can't Trust a Computer
retirement planning

When It Comes to Your Financial Plan, You Can't Trust a Computer

Even though I run marathons, my EKG erroneously showed I was having a heart attack. When it’s time for your financial checkup, don’t rely solely on fi…
January 3, 2022
Uncomfortable Lessons I Have Learned in Estate Planning
estate planning

Uncomfortable Lessons I Have Learned in Estate Planning

A personal story from a financial planner’s own family illustrates the importance of being prepared … and what happens when your parents aren’t.
January 1, 2022
The Big Financial Stories of 2021 and What to Expect in 2022
retirement planning

The Big Financial Stories of 2021 and What to Expect in 2022

There were a lot of big financial stories in 2021, especially as the economy tried to rebound amid the pandemic. As we head into the new year, there a…
December 31, 2021
Retirement Tips from World-Famous Authors to Live Happily Ever After
happy retirement

Retirement Tips from World-Famous Authors to Live Happily Ever After

Want a long, secure and joyful retirement? Take inspiration from some of your favorite writers. Here are 10 strategies renowned authors use when writi…
December 30, 2021
My 5-Minute Retirement Plan
retirement planning

My 5-Minute Retirement Plan

As you near retirement, switching from a saving and investing mindset to an income-driven outlook can be tough. But you’ve got to do it!
December 29, 2021
Nearing Retirement? Ditch ‘Hidden’ 401(k) Fees
401(k)s

Nearing Retirement? Ditch ‘Hidden’ 401(k) Fees

Your 401(k) may be costing you more than you realized. An in-service direct transfer to an IRA could be a game changer – if you qualify.
December 29, 2021