Income vs. Net Worth: What Really Matters in Retirement
Net worth is a reasonable retirement planning benchmark, but it doesn't not directly pay your monthly expenses. Learn about income vs. net worth in retirement.
Your Employer Gave You a Pension Lump-Sum Offer. Now What?
A pension lump-sum offer is a financial decision with major impact for retirement. Learn about considerations for taking the lump sum vs. monthly payments.
Financial Independence in Retirement: How to Turn Savings Into Reliable Income
Most people spend their working lives chasing a retirement number. But a number in an account does not pay your bills. Reliable retirement Income does.
Bill Seeks to Fix Roth Rollover Glitch
The Retirement Rollover Flexibility Act aims to correct a U.S retirement-savings glitch. While traditional IRA assets can be rolled into a new employer's plan if allowed, Roth IRA assets cannot.
Life Insurance with Long-Term Care Benefits: Preparing for the Possibility of Chronic Care
Older Americans Month is a good time to evaluate how life insurance with long-term care benefits can help cover nursing homes or in-home care.
Early Retirement: Hidden Risks and Costs You Shouldn’t Overlook
Early retirement can carry underestimated financial costs. Evaluate hidden risks for Social Security, healthcare, and your investment portfolio.
Life Insurance Decisions: One of the Most Important Financial Choices You Will Make
Older Americans Month is a good time to review life insurance coverage needs. Learn how to determine the right policies to protect family & long-term goals.
Life Insurance in Retirement: Do You Still Need It?
Carrying life insurance in retirement depends on your specific financial picture, your obligations, and what the policy itself has accumulated.
The Encore Entrepreneur: Older Americans Starting Small Businesses in Retirement
For Small Business Week, retirees represent a growing population of entrepreneurs. Learn about tactics as an encore entrepreneur to stay active & supplement income during retirement.
What Older Americans Month Reveals About the New Reality of Retirement
Older Americans Month highlights how retirement is changing. Learn why many older adults work longer & how longevity is reshaping retirement decision