retirement

Retirees, Get Ready for Virtual Video Visits for the Holidays
Smart Buying

Retirees, Get Ready for Virtual Video Visits for the Holidays

Tap into virtual video software, age-friendly gadgets, video apps and accessories to make seasonal gatherings safe.
December 4, 2020
Retirees, Use Video Chat Freebies to Gather the Family for the Holidays
Smart Buying

Retirees, Use Video Chat Freebies to Gather the Family for the Holidays

Free video conferencing apps have become household names this year as Americans turned to them for virtual gatherings throughout the year.
December 4, 2020
Is Your Mindset Right for an Amazing Retirement?
retirement

Is Your Mindset Right for an Amazing Retirement?

You may be an excellent retirement saver, but that doesn’t mean you’re ready for the big switch from accumulating savings to living off of them.
December 3, 2020
13 States That Tax Social Security Benefits
social security

13 States That Tax Social Security Benefits

You may have dreamed of a tax-free retirement, but if you live in these 13 states, your Social Security benefits are subject to a state tax. That's on…
December 2, 2020
18 States With Scary Death Taxes
inheritance

18 States With Scary Death Taxes

Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
December 2, 2020

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An Uncomfortable Truth About Aging and Retirement Planning
retirement

An Uncomfortable Truth About Aging and Retirement Planning

It happens to us all eventually: We slow down a step or two as we grow older. If you’re managing your money on your own, there will come a day when it…
December 1, 2020
The Best T. Rowe Price Funds for 401(k) Retirement Savers
Kiplinger's Investing Outlook

The Best T. Rowe Price Funds for 401(k) Retirement Savers

A dozen T. Rowe Price mutual funds also have a place among the nation's most popular 401(k) retirement products. Find out which funds belong in your r…
November 27, 2020
The Best Fidelity Funds for 401(k) Retirement Savers
Investing for Income

The Best Fidelity Funds for 401(k) Retirement Savers

Fidelity funds are renowned for their managers' stock-picking prowess. We rate Fidelity's best actively managed funds that are popular in 401(k) plans…
November 27, 2020
The Best Vanguard Funds for 401(k) Retirement Savers
mutual funds

The Best Vanguard Funds for 401(k) Retirement Savers

Vanguard funds account for a third of the 100 most popular 401(k) retirement products. We rank Vanguard's best actively managed funds, including its t…
November 27, 2020
The Best American Funds for 401(k) Retirement Savers
mutual funds

The Best American Funds for 401(k) Retirement Savers

American Funds has 14 actively managed mutual funds among the 100 most popular 401(k) offerings. We look at the Best American Funds in that group, and…
November 27, 2020
How to Turn Your Retirement Savings into Retirement Income
retirement

How to Turn Your Retirement Savings into Retirement Income

Your retirement income plan starts with a primer on Income Allocation planning, my method of creating a reliable stream of income big enough and stead…
November 27, 2020
Turned off by Low CD Rates? Consider a Fixed Annuity
annuities

Turned off by Low CD Rates? Consider a Fixed Annuity

CD rates are under 1%, but comparable annuities can pay more than 2% to 3% guaranteed and tax-deferred.
November 27, 2020
3 Steps You Can Take Now to Gain Control of Your Retirement
retirement

3 Steps You Can Take Now to Gain Control of Your Retirement

Do-it-yourselfers have some work ahead of them, and here are three places to start.
November 26, 2020
Bad News for Super Savers
Financial Planning

Bad News for Super Savers

Low inflation keeps thresholds on retirement savings plans in check.
November 25, 2020
Roth IRA Conversions: Pay Now, Live Tax-Free Later
Roth IRAs

Roth IRA Conversions: Pay Now, Live Tax-Free Later

Why now may be the time to convert your traditional IRA to a Roth to avoid future taxes.
November 24, 2020
Your Guide to Roth Conversions
Tax Breaks

Your Guide to Roth Conversions

Like marriage, converting a traditional IRA to a Roth is not a step that should be taken lightly.
November 24, 2020
How to Help Your Family Wealth Last for Generations
estate planning

How to Help Your Family Wealth Last for Generations

Creating generational wealth takes careful planning and thoughtful sharing of intentions, plus the right investment vehicle.
November 24, 2020
Peering Past the Pandemic
Travel

Peering Past the Pandemic

I’m looking forward to a time when lunches with the girls (or guys), volunteering and travel will resume.
November 24, 2020
Retirees, Declutter for a Profit
Making Your Money Last

Retirees, Declutter for a Profit

There are a surprising number of online sites to sell your unwanted or little-used items to make some serious side money and downsize your stash.
November 23, 2020
Medicare Mania: Some Basics to Know During Open Enrollment
Medicare

Medicare Mania: Some Basics to Know During Open Enrollment

What’s Part A, Part B, Part C and Part D and what do they cover? What are Medicare Advantage plans? And how about the deadlines involved? There’s a lo…
November 21, 2020
When Only One Spouse Retires
Making Your Money Last

When Only One Spouse Retires

Retirement in any form can upend a couple’s relationship, but when both spouses used to work full-time and only one retires, that reconfiguration rais…
November 20, 2020
Early Retirement Means Finding Health Insurance Before Medicare
Making Your Money Last

Early Retirement Means Finding Health Insurance Before Medicare

Cover the gap with health insurance before you're eligible for Medicare enrollment.
November 20, 2020
Joint Trusts or Separate Trusts: Advice for Married Couples
estate planning

Joint Trusts or Separate Trusts: Advice for Married Couples

Unless you have a specific need for separate trusts, it’s usually best to avoid the headaches they cause and go with a joint trust instead. Here’s why…
November 20, 2020
Social Security Recipients, Veterans Must Act Now to Get Extra $500 Stimulus Check
Coronavirus and Your Money

Social Security Recipients, Veterans Must Act Now to Get Extra $500 Stimulus Check

The deadline for seniors and veterans to request an additional $500 stimulus check for a dependent child is almost here. Here's how you can claim your…
November 18, 2020
11 Year-End Moves to Lower Your 2020 Tax Bill
taxes

11 Year-End Moves to Lower Your 2020 Tax Bill

What you do between now and the end of the year can have a significant impact on how much tax you have to pay next April.
November 17, 2020