retirement planning
Find a Great Place to Retire
Find a Great Place to Retire
Our cities provide plenty of space to spread out without skimping on health care or other amenities.
July 2, 2020
Searching for the Perfect Place to Retire
Searching for the Perfect Place to Retire
We home in on two places with less traffic and lower costs.
July 2, 2020
Hail to Your Finances, Regardless of Who Wins Presidency
Hail to Your Finances, Regardless of Who Wins Presidency
Don’t try to navigate your investment choices based on election uncertainty. And don’t wait to find out who wins in November to make financial decisio…
June 30, 2020
Resources for alternative forms of transportation needed by many older adults
Resources for alternative forms of transportation needed by many older adults
For many older adults, having an alternative mode of transportation may be the difference between independence and social isolation.
June 29, 2020
Tax Changes and Key Amounts for the 2020 Tax Year
Tax Changes and Key Amounts for the 2020 Tax Year
Americans are facing a long list of tax changes for the 2020 tax year...and it's never too early to start thinking about next year's return.
June 22, 2020
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Retirement Savings Calculator
Retirement Savings Calculator
Our exclusive Retirement Savings Calculator will help you estimate the future value of your retirement savings and determine how much more you need to…
June 18, 2020
The Upside of a Downside Market
The Upside of a Downside Market
Watching your portfolio dive doesn't feel good, but such a situation can come with some positive financial possibilities. Here are some strategies you…
June 16, 2020
Making the Switch: How to Transition Your Portfolio from Growth to Income
Making the Switch: How to Transition Your Portfolio from Growth to Income
Once you quit earning a paycheck and start living off your savings, what’s your income shortfall going to be? Where is that money going to come from? …
June 16, 2020
Do-It-Yourself Index Funds: A Smarter Way to Own the Index?
Do-It-Yourself Index Funds: A Smarter Way to Own the Index?
Index funds are easy, but when you buy them you are giving up your chance to take an important tax break. So, if you're willing to roll up your sleeve…
June 12, 2020
A Little Hedging Can Go a Long Way to Protect Your Retirement Savings
A Little Hedging Can Go a Long Way to Protect Your Retirement Savings
What sounds like a hedge fund but is nothing like one? A hedged equity portfolio. This type of investment portfolio can help you avoid much of the pai…
June 10, 2020
Opportunity Cost or Opportunity Lost: What’s Your Risk Tolerance in a Down Market?
Opportunity Cost or Opportunity Lost: What’s Your Risk Tolerance in a Down Market?
There's a cost in every choice you make. To make the best choices for yourself, you need to look at what you're getting and what you're giving up, and…
June 8, 2020
Don’t Let COVID-19 Derail Your Retirement
Don’t Let COVID-19 Derail Your Retirement
Yes, many of us have taken a big hit. Stick to your principles — and be flexible.
June 8, 2020
13 Reasons You Will Regret an RV in Retirement
13 Reasons You Will Regret an RV in Retirement
RV-loving retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
June 8, 2020
9 Reasons to Retire in an RV
9 Reasons to Retire in an RV
RV-loving retirees talk about the upsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle. Even Presi…
June 8, 2020
RMD Waiver + Stimulus Check = Tax Credit
RMD Waiver + Stimulus Check = Tax Credit
For seniors who got a stimulus check of less than $1,200, not having to take a required minimum distribution from their retirement accounts this year …
June 6, 2020
The Wage Gap Persists Into Retirement
The Wage Gap Persists Into Retirement
The difference can compound and leave women with far less retirement income.
June 5, 2020
Employers Cutting 401(k) Matching Contributions
Employers Cutting 401(k) Matching Contributions
Roughly 12% of employers have suspended matching contributions and an additional 23% are planning to cut their match or are considering it.
June 5, 2020
12 Things You Didn't Know About Annuities
12 Things You Didn't Know About Annuities
Oftentimes when it comes to retirement, you don’t know what you don’t know. See if what you know about annuities is correct. You might be surprised.
June 5, 2020
Retirees Get a Break on IRA Distributions
Retirees Get a Break on IRA Distributions
The IRS is expected to come out with additional guidance, but here’s what we know so far.
June 4, 2020
Milliennials Face Their Second Recession
Milliennials Face Their Second Recession
Forty percent of millennials say the pandemic will likely cause them to delay payments on their debts. Does that include you? Time to take action.
June 4, 2020
8 Money-Smart Ways to Spend Your Tax Refund
8 Money-Smart Ways to Spend Your Tax Refund
Since this year's tax deadline was pushed back to July 15, many people haven't filed their tax return yet. That also means there are a lot of tax refu…
June 2, 2020
A Psychologist's Fear-Fighting Tips for Investors
A Psychologist's Fear-Fighting Tips for Investors
To make good financial decisions, you need a clear head, and fear can get in the way. Instead, beat your fears with these behavioral strategies.
June 2, 2020
The 7 Mistakes That Investors Keep on Making
The 7 Mistakes That Investors Keep on Making
The dot-com crash in 2000.
June 1, 2020
Coronavirus Has Shown the True Value of Cash Reserves
Coronavirus Has Shown the True Value of Cash Reserves
Beyond peace of mind, having an emergency fund offers retirement savers a wealth of possibilities in times like these.
June 1, 2020
Should You Listen to Warren Buffett?
Should You Listen to Warren Buffett?
With coronavirus continuing to upend stock markets and the economy, Warren Buffett's advice steering investors toward passive investing through ETFs c…
May 27, 2020