Thursday, January 23, 2025 - Forbes

Moving to a retirement community is a big decision. Many of us want to stay in our house for as long as we possibly can, but that can lead to isolation and loneliness.

Friday, January 17, 2025 - Forbes

There’s a host of under-the-radar rules beneficiaries need to know to minimize taxes and penalties and maximize the benefits of inherited IRAs.

Thursday, January 16, 2025 - Forbes

Retirement is often imagined as a carefree phase of life, filled with relaxation, hobbies, and quality time with loved ones. But too often this isn't the case.

Monday, January 13, 2025 - Investopedia

If you think you have old and forgotten retirement plans lying around with your previous employers, there may be a way to track it down now. The Department of Labor (DOL) has launched a 'Retirement Savings Lost and Found Database' to help people find their old pension plans and 401(k)s.

Tuesday, January 07, 2025 - The Associated Press

Beyond the general discomfort of talking about death, the topic of inheritance brings in a whole other set of sticky issues.

Thursday, January 09, 2025 - Forbes

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.

Thursday, January 02, 2025 - Forbes

Social Security is more confusing than ever. Myths abound. Here, you’ll find a complete set of 25 facts to help you understand Social Security and its benefits.

Monday, December 30, 2024 - Forbes

Prepare for 2025 with our end-of-year financial planning checklist! Budgeting tips, decluttering advice, and goal-setting strategies for a fresh start to the new year.

Monday, December 30, 2024 - The Associated Press

People who currently have reductions in their Social Security benefits under some exceptions may soon see a boost in their monthly payments. But those increased payments would also add an estimated $195 billion to federal deficits over 10 years.

Friday, December 13, 2024 - Forbes

Discover how estate planning protects your assets, minimizes taxes, and ensures your family’s future. Learn strategies for wills, trusts, and more.

Wednesday, December 04, 2024 - Business Insider

Supporting your grandkids shouldn't come at the cost of your own comfort in retirement. Considering contributing to a 529 plan for their college education, or making them your life insurance beneficiary. You can also write them into your will, or set up a trust fund to handle the doling out of assets.

Wednesday, December 04, 2024 - Investopedia

The three main types of pet insurance are comprehensive (accident and illness), accident-only, and basic wellness care. More than 4.8 million pets are covered by one of these pet insurance types, which can help reimburse veterinarian bills keeping your furry friend healthy and happy.

Friday, November 29, 2024 - Business Insider

Baby-boomer homeowners have benefited from skyrocketing housing prices amid a home shortage. But now they're facing a shortage of accessible homes to retire in. Many older adults are stuck in homes they're increasingly struggling to live in and pay for.

Wednesday, November 27, 2024 - Reuters

If you are enrolled in traditional Medicare with a standalone Part D plan, you may find your premium jumping, or changes in deductibles or cost-sharing arrangements.

Saturday, November 23, 2024 - Forbes

Inherited IRAs often incur unnecessary taxes because heirs don't know some key rules.

Thursday, November 21, 2024 - Forbes

These 10 common habits of happy retirees are a road map for people who want to achieve the same happiness. Today's behaviors push your life towards tomorrow's happiness.

Thursday, November 14, 2024 - Forbes

With long retirements, you’ll need to plan ahead for multiple phases of life that come with different needs and interests.