Retirement
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A Financial Checklist for Widows
An interview with a financial adviser about the financial steps widows should take.
By Janet Bodnar Last updated
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Pros and Cons of Waiting Until 70 to Claim Social Security
Waiting until 70 to file for Social Security benefits comes with a higher check, but there could be financial consequences to consider for you and your family.
By Patrick M. Simasko, J.D. Published
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What is the Gift Tax Exclusion for 2024?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
Gift Tax -
10 Things You Should Know About Selling Your Home to Downsize in Retirement
What to know about selling your home in order to downsize in your retired years.
By Laura Vecsey Published
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How to Stop Boredom From Ruining Your Happy Retirement
Retirees who explore new interests and have an active social life are more likely to find joy — and even greatness — in the newfound freedom of retirement.
By Richard P. Himmer, PhD Published
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The Life-or-Death Answers We Owe Our Loved Ones
How our life ends isn’t always up to us, but that question too often must be answered by loved ones and health care workers who don’t know what we would want.
By Joel Theisen, RN Published
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Why So Many Men are Bad at Retirement
Older men today came of age amid the social upheavals of the 1960s and ’70s, but their formative years were deeply planted in the traditional world of segregation and sexual stereotyping.
By Dawn Fallik Published
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7 Steps to Find the Right Retirement Community for You
A retirement community can be a great option as you age. Here are seven steps to finding the right one for you.
By Daniel Bortz Last updated
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Inherited an IRA? Four Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor Last updated
Inherited IRA