Retirement-planning
Latest
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Three Steps Help Ensure Your Money Lasts in Retirement
With people living longer, retirement lasts longer, and that means we can’t afford to run out of money before we run out of life. What to do?
By Kelly LaVigne, J.D. Published
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How Net Unrealized Appreciation Helps Save More of Your Retirement Savings
If you have employer stock in your 401(k), net unrealized appreciation is a strategy to minimize your taxes.
By Joy Taylor Published
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10 Things to Know About Working in Retirement
Working in retirement could give you more money but also could impact some benefits.
By David Rodeck Published
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Health Care Costs in Retirement: Budgeting for a Healthy Future
Many factors affect your health care costs as you age, including where you live, your Medicare selections and whether you have long-term care insurance.
By Brandon Hill Published
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The Three Basic Components of a Good Estate Plan
Getting your estate in order so everyone knows what you want when the time comes can save your loved ones confusion and stress.
By Jason “JB” Beckett Published
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Social Security Earnings Tests: 5 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
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Social Security and Your Taxes: Five Things to Know
Social Security The Social Security COLA is just one aspect of your benefits that can impact your taxes.
By Kelley R. Taylor Last updated
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Workplace Financial Coaching Has Become Ever More Important
Employees face growing challenges to their financial wellness today, so it’s more critical than ever that employers provide the help they need to navigate them.
By Greg Ward, CFP® Published
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Three Reasons Not to Use a Real Estate Agent When You Sell
While this financial adviser doesn’t recommend taking that route, he does see scenarios where it could make sense for you.
By Evan T. Beach, CFP®, AWMA® Published