New Life Expectancy Tables impact RMDs in 2022. Read this before taking your required minimum distribution.
Retirement Planning
Retirement Planning Takes More Than Money
Money isn’t everything when it comes to retirement planning. There are social and psychological aspects to consider too.
How To Avoid Pitfalls that Can Mar Your Retirement
There are many financial mistakes that can mess up your retirement. Here are some tips to help you live the retirement of your dreams.
COLA Increase Announced for Social Security
The Social Security Administration announced a substantial COLA increase for Social Security recipients.
‘Gap Retirements’ Divide Baby Boomer Couples
Are you prepared to retire before (or after) your spouse? Have you considered how this retirement gap will impact your relationship?
Important Things to Know When Couples Plan for Retirement
One of the most overlooked concerns that couples fail to discuss is how their retirement goals align with each other. Here’s what you need to know when thinking about retirement.
3 Actions That Help You Reap Big Rewards on Your 401(k)
Contributing to a 401(k) is great. But you need to do more to ensure you reap the plan’s full benefits.
Retirement Can Be Wonderful, But Also Stressful On a Relationship
Are your retirement dreams compatible with your partners’ dreams? Here are some things to consider before the big day.
How to Pay for Retirement (Part Two)
In Part Two of our series on how to pay for retirement, we discuss three additional ways to raise cash in retirement.
How to Pay for Retirement (Part One)
How to pay for retirement is a crucial and often overlooked question. Here are three viable income sources to consider.
Required Minimum Distributions for 2021
Required minimum distributions are once again mandatory in 2021. But there are new rules to be aware of if you haven’t had to take RMDs in the past.
Reducing Income Taxes in Retirement
Nobody wants to outlive their money. Here is a strategy that can help reduce income taxes in retirement, ensuring your money will last longer.