Latest
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What the HECM? Combine It With a QLAC and See What Happens
Combining a reverse mortgage known as a HECM with a QLAC (qualifying longevity annuity contract) can provide longevity protection, tax savings and liquidity for unplanned expenses.
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I'm 60 with a $4.2 million nest egg. Can I stop saving and start spending until I retire at 65?
Should I continue contributing to my 401(k) or treat myself now?
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These Jobs Reduce Your Alzheimer's Risk: How You Can Benefit
Two jobs are linked to a lower Alzheimer's risk. Even if you do a different kind of work or are retired, these jobs show how to keep your mind sharp.
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My Professional Advice: When It Comes to Money, You Do You
This is how embracing the 'letting others be' and 'learning to surrender' mindsets can improve your relationship with money.
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Five Smart Moves for Retirement Healthcare: From HSAs to Medigap Policies
Unchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that.
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Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances
Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized.
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When Downsizing, Does a Continuing Care Retirement Community Make Sense?
The idea that you'll never have to move again may sound tempting, but how about the costs? A financial planner explores the pros and cons of this style of retirement living.
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What You Should Know About Spousal IRAs
Without spousal IRAs, you would need earned income to contribute to your retirement account.
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Stress Test Your Retirement Plan: Because Life Happens
The higher your stress test score, the more likely your retirement plan will hold steady in a crisis.
