Retirement
Explore Retirement
Latest
-
Five Books That’ll Prepare You for Retirement
These books about retirement will help prepare you for your next stage through fiction and nonfiction. What's more, they are great reads!
By Jacob Schroeder Last updated
-
Sequence of Return Risk: How Retirees Can Protect Themselves
You need to understand this risk, or you might run out of money in retirement. Here's how it works — and some mitigation strategies for financial stability.
By Robert A. Guy, RICP® Published
-
When to Apply for Social Security Payments? Your Age Matters
Do you know when to apply for Social Security benefits? What's the best age to start receiving monthly payments? Part of the answer lies in your birth year.
By Jacob Wolinsky Last updated
-
14 Social Security Tasks You Can Do Online
retirement Why visit a government office to get your Social Security business done? You can do much of that online.
By Bob Niedt Last updated
retirement -
Social Security Earnings Tests: Five Things You Must Know
social security If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.
By Jackie Stewart Last updated
social security -
Calculating Taxes on Social Security Benefits
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
By Kelley R. Taylor Last updated
Social Security -
Four Keys to Planning Your Retirement Income Distributions
retirement planning When you have a well-thought-out retirement income plan, you can quit worrying about running out of money in retirement.
By Marc Knauss, CFP® Last updated
retirement planning -
Three Reasons Why Your Adviser Won't Talk Taxes
Financial advice and tax advice go hand in hand — or at least they should. But a lot of times, they don't. Here's why and what to watch out for.
By Evan T. Beach, CFP®, AWMA® Published
-
Why Your Life Insurance Should Cover More Than Just Death
If you became ill or an injury left you unable to work, how would you cover your expenses? Life insurance with living benefits could be the answer.
By Stefan Greenberg, CFP®, CFS, CLTC Published