Advertisement

retirement

Want Stock Market Gains but Hate Risk? Buffer Annuities May Be for You
annuities

Want Stock Market Gains but Hate Risk? Buffer Annuities May Be for You

Index-linked annuities are a new-ish way to help buffer your portfolio from market downdrafts while still allowing for some growth. Here are three thi…
September 2, 2020
Talk to Your Financial Professional about What Keeps You Up at Night
retirement planning

Talk to Your Financial Professional about What Keeps You Up at Night

As Americans re-evaluate their finances, they may not be opening up about all their worries. They should.
September 2, 2020
Are Bonds Passé?
bonds

Are Bonds Passé?

Not quite, but annuities can provide more income, plus tax advantages and longevity insurance.
September 2, 2020
How Workers Face Double Taxation Under Trump's Payroll Tax Break
Tax Breaks

How Workers Face Double Taxation Under Trump's Payroll Tax Break

There's a catch if your Social Security payroll taxes are deferred under President Trump's recent executive order, which kicks in on September 1.
August 31, 2020
Advertisement
Deferred Payroll Taxes to Be Paid in 2021
Tax Breaks

Deferred Payroll Taxes to Be Paid in 2021

The IRS says Social Security payroll taxes that aren't collected this year under President Trump's executive order will have to be withheld and paid e…
August 29, 2020
SECURE Act: How it Can Affect Your Estate Planning
retirement

SECURE Act: How it Can Affect Your Estate Planning

Did the act really “enhance” your retirement? Well, it depends.
August 28, 2020
Checklist: Steps to Take after Your Spouse Dies
retirement

Checklist: Steps to Take after Your Spouse Dies

Feeling overwhelmed? A checklist can help you figure out where to start and tasks you may be able to put off.
August 27, 2020
Beware Crooked Contact Tracers
Scams

Beware Crooked Contact Tracers

If someone claiming to be a contact tracer asks you for money or requests your Social Security number, that’s a red flag.
August 26, 2020
The Right Fit Car for Older Drivers
Buying & Leasing a Car

The Right Fit Car for Older Drivers

Anticipate how changes in lifestyle and health might affect the kind of vehicle you will need over time.
August 26, 2020
Advertisement
Sandwich Generation Faces Caregiving Challenges
Caregiving

Sandwich Generation Faces Caregiving Challenges

The sandwich generation has it tough in the best of times. The pandemic has made it even tougher.
August 26, 2020
Advertisement
Tips for Working with a Financial Adviser Virtually
retirement planning

Tips for Working with a Financial Adviser Virtually

A financial professional who took his firm digital years ago shares ways to get the most out of your adviser relationship as you socially distance.
August 26, 2020
Don’t Be a ‘Helicopter Child’ in Retirement
Caregiving

Don’t Be a ‘Helicopter Child’ in Retirement

Signs and signals you're hovering over your aging parents and infantilizing them.
August 26, 2020
5 Retirement Lessons from the Return of Sports
retirement

5 Retirement Lessons from the Return of Sports

Your retirement game plan could take a lesson from what’s going on in the sports world: Athletes are back in the game, but in a new way.
August 26, 2020
4 Reasons 401(k) Plans Still Make Sense
401(k)s

4 Reasons 401(k) Plans Still Make Sense

These tax-advantaged accounts remain the backbone of a retirement saving strategy, despite what naysayers might argue.
August 25, 2020
Preparing for Retirement: Financial Surprises You May Not Have Anticipated
retirement

Preparing for Retirement: Financial Surprises You May Not Have Anticipated

Retired Kiplinger's Personal Finance editor Janet Bodnar joins our Your Money's Worth podcast to talk about how to prepare for choppy waters in retire…
August 25, 2020
4 Ways to Get Your Retirement Plan Back on Track
retirement planning

4 Ways to Get Your Retirement Plan Back on Track

When it comes to our finances, 2020 has been a year marked by stock market volatility and our current recession. If you’re in a bad spot financially, …
August 25, 2020
Advertisement
2021 COLA: A Raise Likely for Social Security Recipients After All
Economic Forecasts

2021 COLA: A Raise Likely for Social Security Recipients After All

Fear of a flat COLA? Relax, looks like an increase is coming for 2021 Social Security checks.
August 24, 2020
Deadline for Returning RMDs to Retirement Accounts is Approaching Fast
Coronavirus and Your Money

Deadline for Returning RMDs to Retirement Accounts is Approaching Fast

Retirees who took a required minimum distribution earlier this year need to act quickly if they want to avoid taxes on the money they withdrew.
August 24, 2020
The 5 Times When You Should Review Your Financial Plan
retirement

The 5 Times When You Should Review Your Financial Plan

Your life isn’t set in stone, and your financial plan shouldn’t be either. When’s the last time you tweaked yours?
August 24, 2020
3 Very Different Problems for Today’s Retirees
retirement

3 Very Different Problems for Today’s Retirees

Times are changing, and your retirement plan needs to keep up. How could low interest rates, higher taxes and longevity risk affect your retirement?
August 23, 2020
How Do We Protect the Next Generation from Blowing Our Money?
estate planning

How Do We Protect the Next Generation from Blowing Our Money?

Take these two steps to help ensure your legacy isn’t squandered.
August 20, 2020
Advertisement
The 25 Best Low-Fee Mutual Funds to Buy in 2020
mutual funds

The 25 Best Low-Fee Mutual Funds to Buy in 2020

The key to building wealth long-term is buying high-quality (but low-fee) mutual funds run by seasoned stock pickers who have skin in the game. Here a…
August 19, 2020
Advertisement
Rethinking Retirement
Making Your Money Last

Rethinking Retirement

When interest rates are this low, it might be time to revisit some of the old rules of thumbs about reducing the risk of outliving your money.
August 19, 2020
Why You Need a Roth IRA
Roth IRAs

Why You Need a Roth IRA

With this indispensable savings tool, your money grows tax-free, you can invest in almost anything and you get several cool perks.
August 19, 2020
Retiree Health Care Costs Are Rising
Healthy Living on a Budget

Retiree Health Care Costs Are Rising

Factors driving the increase include longer life spans, health care inflation and health bills for those who retire before they’re eligible for Medica…
August 18, 2020
The Pros and Cons of Buying an RV in Retirement
retirement

The Pros and Cons of Buying an RV in Retirement

RV Dealers Association president Phil Ingrassia joins our "Your Money's Worth" podcast to break down the advantages and pitfalls of owning a recreatio…
August 17, 2020