retirement

The CARES Act made 2020 required minimum distributions optional. But what are your next moves?

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…

Those most vulnerable to the pandemic will face challenges in the return to work, even as the recession means they may need their paychecks more than …

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…

Planning to buy a home in a different state? Property taxes should be examined closely, because they can be quite a bit higher than income taxes in ma…

Create a legacy letter to communicate values, experiences and life lessons to your family.

Current economic and health crises may be pushing many toward an unexpected retirement. Now is a good time to make a plan for yourself, just in case.

Here are three questions to answer that can help steer you in making this critical retirement planning decision.

These retirement stocks are no longer once-in-a-lifetime buys, but they still trade at decent prices while offering up much-better-than-average income…

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Of all the types of annuities out there, a fixed annuity is the one that's most straightforward. Is it the one that's right for you?

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…

Yes, many of us have taken a big hit. Stick to your principles — and be flexible.

RV-loving retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.

RV-loving retirees talk about the upsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle. Even Presi…

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 …

The brave veterans who stormed the beaches of Normandy, landed at Inchon, and fought in the jungles of Vietnam are senior citizens now.

COVID-19 has forced a lot of people to think about hard life-and-death decisions. Filling these documents out now will make sure you and your loved on…

The difference can compound and leave women with far less retirement income.

Roughly 12% of employers have suspended matching contributions and an additional 23% are planning to cut their match or are considering it.

If you spent your career in the military, you've probably lived all over the U.S.

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.

The IRS is expected to come out with additional guidance, but here’s what we know so far.

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.

It's a well-used strategy to help minimize taxes. Take a look at how it works.

With financial pressures mounting during the coronavirus pandemic, everyone could use a little help to stay on course with their retirement plans. Her…