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.
Retirement Planning
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.
Required Minimum Distribution (RMD) Changes in 2020
Required minimum distribution rules have changed for 2020. Before you take your RMD, read this.
Social Security Announces 1.3% Benefit Increase in 2021
Social Security benefits are increasing in 2021. Here’s what you need to know.
August 31 Deadline to Roll Back Required Minimum Distributions Fast Approaching
Did you take an RMD before the CARES Act passed and changed the requirement? There’s still time to roll back your withdrawal.
Seniors Turn to Education for Retirement Activity
The concept of retirement has evolved. Instead of focusing on the golf course and the bridge table, today’s retirees are showing up on college campuses, or at least they were until the pandemic set in. Still, seniors are turning to education as one of their primary interests in retirement, and there are lots of opportunities to consider in both the real and virtual worlds.
11 Common Money Mistakes People Make in Retirement (UPDATED)
Retirement is supposed to be enjoyable. Healthy financial habits should have set you up to do the things you’ve always wanted. But too often, individuals make mistakes that derail their plans to be financially independent. Learn how to set yourself up for a worry-free retirement.