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Social Security and Medicare Funding: Is the Sky Falling?
Social Security and Medicare are slowly running out of money, but what does that mean for the retirees counting on them? Actually, it's not all bad news.
By Jared Elson, Investment Adviser Published
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What We Need to Do to Protect Retirees' Financial Security
Cognitive decline and aging in general put older retirees at risk of losing their financial security when they're the most vulnerable. What can be done?
By Margaret Franklin, CFA Published
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What You Need to Know About Calculating RMDs for 2025
required minimum distributions (RMDs) As 2025 begins, it's important to know how to calculate your RMDs and be prepared for them to be higher this year than they were in 2024.
By Chris Gullotti, CFP® Last updated
required minimum distributions (RMDs) -
Is Money Messing Up Your Family's Life?
Parents who discuss money and attitudes toward money with their children are more likely to raise financially successful and responsible adults.
By H. Dennis Beaver, Esq. Published
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Do You Know the Power of Whole Life Insurance in Retirement?
Worried about legacy planning, market volatility or where to get cash to cover surprise medical or home repair bills? This little-known tool could help.
By John L. Smallwood, CFP® Published
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10 Ways Retirees Can Manage Income Distribution
The goal of a retirement income plan is to make the most of your money while ensuring that it lasts. These 10 strategies can help secure your financial future.
By John L. Smallwood, CFP® Published
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Gifting Earlier Rather Than Later Can Reap Big Tax Benefits
Even with Donald Trump's win, the future of the Tax Cuts and Jobs Act remains uncertain, so here's how to make the most of its provisions while you still can.
By Nicole Jackson-Leslie, JD, 21/64 Certified Advisor Published
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A Frugal Saver's Guide to Spotting Investment Costs
Some of the fees that come with buying or holding stocks, bonds and other investments are obvious. Others can hide in plain sight.
By James Martielli, CFA®, CAIA® Published
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Are Democrats or Republicans Better for My Insurance Premiums?
Let's compare how these two political parties might affect your insurance premiums now that the 2024 election is over.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published