Latest articles by David Rodeck
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The 4% Rule for Retirement Gets a Closer Look
The go-to rule for retirement spending was created 30 years ago. Things have changed since then.
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Quitting Your Job? Check This Retirement Point First
Here are some factors to consider if you want to quick, but don't want to lose gains on retirement funds.
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Retirees, Here's How to Make a Medigap Switch to Save Money
Making Your Money Last Kiplinger provides guidance on how to make a Medicare Medigap switch to get the best plan for your budget.
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Short-Term Insurance Plans' Good, Bad and Ugly
retirement You'll need a clear-eyed analysis to gauge the value of short-term care insurance plans and if they're right for you.
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Five Questions to Ask Before You Buy an Annuity
Annuities come with different provisions and costs. Before you buy one, make sure to ask the right questions, like these five.
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How Interest Rates Affect Annuities
Find out why higher interest rates benefit some annuities more than others.
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How to Use Annuities for Retirement Paychecks
Predictable income can provide stability and peace of mind. Here’s how to decide whether an annuity is right for you — and sort through the options.
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10 Things You Should Know About Reverse Mortgages
A look at what to know about reverse mortgages, and why caution around them is warranted.
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10 Things You Should Know About REITS
A look at real estate investment trusts (REITs), a hands-off way to play the real estate market.
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How to Find the Right Financial Adviser
The right financial adviser can provide valuable guidance, but it doesn’t come cheap — and the fee structures can be confusing.
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What To Do If You're Pushed Out Of Work At 60
A quick guide of how to assess and move forward if you're pushed out of work in your 60s.
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Retirees, It's Not Too Late to Buy Life Insurance
life insurance Improvements in underwriting have made it easier to qualify for life insurance, which can be a useful estate-planning tool.
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Is Your Insurance Coverage Up to Date?
Keeping your insurance coverage up to date is vital to protect your most valuable assets.
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How — and Why — to Give to Your Grandkids
A guide to giving funds and wealth to your grandchildren, including arguments for why you should.
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401(k) Plans: 10 Things You Should Know
Retirement When it comes to 401(k) plans, it's your money. But your boss and the government make the rules. 10 things you should know.
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Annuities: 10 Things You Should Know
Love ’em or hate ’em, annuities are back. And as always, there's plenty you should know before getting an annuity for yourself.
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Managing Your Stock Market Psychology
You can remain steady even though the stock market may feel like a roller coaster. Your emotions don’t have to rule your wallet.
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The Six Best Ways to Give to Charity (And Cut Your Tax Bill)
Giving your money to charity doesn’t have to be a totally selfless act. It can also be a way to keep the tax collector’s hands out of your pocket or away from your heirs.
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What You Need to Know About Life Insurance Settlements
life insurance If your life insurance payments don’t seem worth it anymore, consider these options for keeping the value.
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As the Market Falls, New Retirees Need a Plan
retirement If you’re in the early stages of your retirement, you’re likely in a rough spot watching your portfolio shrink. We have some strategies to make the best of things.
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Does an Annuity Belong in a 401(k)?
Making Your Money Last Unlike pensions, 401(k)s place the risk of outliving savings squarely on the retiree's shoulders. Find out what's right for you.
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8 Must-Know Facts About Your Social Security Benefits
Making Your Money Last What you don't understand about Social Security could cost you. Here are key facts worth knowing.
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Estate Planning: A Special Trust for Special Needs Children
Caregiving Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
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Build an Inflation Hedge Around Retirement
Financial Planning Inflation brings two headaches for retirees: stretching a fixed income to meet rapidly rising prices and investing a retirement savings portfolio so that it keeps pace with the higher cost of living. Here are some strategies to avoid the pain.
Financial Planning
