Retirement
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Five Retirement Myths vs the Reality
Believing these myths about retirement could set you down the wrong path. Separating fact from fiction can help you approach your retirement with confidence.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Want an Encore Career in Retirement? Consider These Seven Steps
Burnout, a need for a change and/or a desire to stay engaged often propel people to start a new professional chapter. This is how you can do it.
By Andrew Rosen, CFP®, CEP Published
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How Federal Retirees Can Make SSFA Repeals Work for Them
From higher Social Security benefits to increased spousal and survivor benefits, federal employees have much to gain from the Social Security Fairness Act.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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IRS Ends Inherited IRA Confusion: Annual RMDs Required for Many
IRAs The agency has resolved a major point of uncertainty for inherited IRA beneficiaries.
By Kelley R. Taylor Last updated
IRAs -
How GLP-1 Drugs Could Revolutionize Retirement
GLP-1 drugs like Ozempic and Wegovy are already changing the way we age and manage chronic conditions.
By Jacob Schroeder Published
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How to Avoid These Five Costly Tax Mistakes That Many Retirees Make
Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement.
By Gaby C. Mechem Published
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Are You a Baby Boomer With $500,000 or Less Saved for Retirement?
Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.
By Cyrus Bamji Published
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Social Security Fairness Act Adds to Pressure on Safety Net
While the law seeks to level the playing field for many federal employees, the sustainability of the Social Security system is now facing even more challenges.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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Four Ways to Financially Embrace the Year of the Wood Snake
In the Year of the Wood Snake, consider looking to the snake's traits of being strategic, cunning and alert to help guide your finances this year.
By Marguerita M. Cheng, CFP® & RICP® Published