Retirement-planning
Latest
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The “Magic Number” Needed to Retire Comfortably Is More Than You Think
The dream of retiring comfortably has become more expensive than ever for most Americans, study shows.
By Kathryn Pomroy Published
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Do You Know How to Create a Reliable Retirement Paycheck?
Here are some do’s and don’ts (plus a never) for when it comes time to create your retirement income plan.
By Thomas Diorio Published
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Five Estate Planning Things You Need to Do Now
For a solid estate plan, you should put powers of attorney in place, designate beneficiaries, tackle tax planning and more.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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What to Expect in a Gray Divorce (and Three Steps to Prepare)
Legal costs, how assets are divided and other expenses can be eyebrow-raising. Being prepared before you start the process is critical.
By Evan T. Beach, CFP®, AWMA® Published
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How to Cut Your Taxes as Short-Term Interest Rates Come Down
Using after-tax savings to buy an immediate annuity could shift your taxes on income to later years, when you might have expenses that can offset higher taxes.
By Jerry Golden, Investment Adviser Representative Published
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10 Things You Need to Know About Health Savings Accounts
insurance If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA.
By Kimberly Lankford Last updated
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Required Minimum Distributions (RMDs): Key Points to Know
RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes.
By Kelley R. Taylor Last updated
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Five Benefits of Slow Travel in Retirement
Consider immersing yourself in the culture of a village rather than making a list of all the things you need to do and see within a short period of time.
By Robert Hoffman Published
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Should You Pay Cash When You Downsize? Here Are Three Scenarios
The proceeds from selling your current home have made it possible to pay cash for your retirement home, but should you skip the mortgage?
By Evan T. Beach, CFP®, AWMA® Published