Retirement-planning
Latest
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This Underused IRA Option Offers Tax Benefits and Income Security
Looking to avoid running out of money in retirement? Consider longevity protection provided by a QLAC as a component of your retirement income plan.
By Jerry Golden, Investment Adviser Representative Published
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13 Smart Uses for Your Tax Refund
tax refunds If you have a refund check coming your way, consider using it to bolster your personal balance sheet.
By Carla Ayers Last updated
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Retirement Income Strategies for the Long Haul
Crafting a retirement income plan is more important than ever, given our longer lives and uncertain times.
By Coryanne Hicks Last updated
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Retirees' Anti-Bucket List: 10 Experiences You Don't Want
Your retirement bucket list is no doubt packed with fun stuff. Here's how to help ensure that you won't get blindsided by things that could have been prevented.
By Mike Decker, NSSA® Last updated
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Eight Habits for a Happy Retirement
happy retirement A long and happy retirement takes more than just money. Here are eight things happy retirees do – besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
By Jacob Schroeder Last updated
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The Average Social Security Check for Every State
Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley Published
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Financial Pitfalls to Avoid in Your 30s, 40s and 50s
As you pass through each decade of working life and build wealth for retirement, watch out for the financial traps that can hinder your progress.
By Julia Pham, CFP®, AIF®, CDFA® Published
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Retiring in Brazil Is More Than Carnival, Coffee and Copacabana
Living in Brazil offers affordability, magical rainforests, and a lively beach vibe. It is a great retirement landing spot — but do your homework first.
By Brian O'Connell Published
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Five Key Retirement Challenges (and How to Face Them Head On)
Life will inevitably throw challenges at you as you get older. But making a flexible retirement plan — and monitoring it regularly — can help you overcome them.
By Walt West Published