Resist the temptation to rely on luck to get you through the tough times in retirement. Prepare by having an emergency plan and fund, and talking with your loved ones about your needs and expectations.
read more »
Annuities can play a vital role in securing a stable retirement by providing steady and lifetime payments. But understanding the details is essential before determining their place in your retirement portfolio.
read more »
The best way to prepare for rising health care costs as you age is to plan as far ahead as possible. Talk with family members and consult with your retirement financial planner to avoid financial ruin from escalating health expenses.
read more »
The bond market bubble may occur soon as interest rates rise amidst market volatility. It is vital to understand how your bonds’ values may be affected to protect yourself from loss.
read more »
The new tax law has a big change: up to $10,000 can be applied to K-12 education tax free from 529 college savings accounts.
read more »
Retirement readiness focuses on solid financial planning. But it also demands careful planning for such factors as: transportation, home maintenance, your social network, and your retirement goals.
read more »
While older workers are often ideal employees, they may require workplace accommodations to encourage their continual employment. Such changes benefit both employer and worker, promoting productivity and worker satisfaction.
read more »
The historic tax reform bill includes retirement-related provisions that will impact Roth accounts, 401k repayment rules, how older Americans file, and other retirement-related changes.
read more »
With a decline in employer-pension plans, an unsustainable Social Security fund, and economic/social changes, the US is headed for a retirement crisis, says a new report.
read more »
Seniors are especially vulnerable to loss from a disaster. But with advance planning and preparation, they can recover and resume physically, emotionally and financially-healthy lives.
read more »