Retirement & Financial Planning


October 25, 2019 Retirement Insecurity: Who's Most at Risk?

If we were to ask you who faced the most financial risk in retirement from the following list, which would you choose: married women in two-income …

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October 11, 2019 Q&A: Will ‘unretiring’ mean less Social Security?

I just turned 64, I’ve been retired for a few years, and I’m claiming Social Security. However, I’ve started to become a little restless, so I’m …

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September 27, 2019 3 Key RMD Considerations

If you’re serious about saving and you contribute the maximum to a tax-deferred retirement account such as a 401(k) or IRA, you should be commended. …

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August 23, 2019 You’re Not Supposed to Talk About This (But We Want You To)

As early as our childhood, we’re discouraged from talking about money. “Mom, how much do you make?” “That’s rude. Don’t ask.” “Dad, how much did our …

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August 09, 2019 Annuities: The Good, the Bad, and the Ugly

Retirement security. That’s all you're looking for, right? While pensions still exist for some retirees, a guaranteed stream of income from an …

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July 26, 2019 Woodstock, Inflation and 3% of the Moon

Do you like history? Want to retire better? If you’re over 50, and you look back at your life and our era, you’ve seen some amazing things. The …

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July 12, 2019 Q&A: How do I find a long-lost retirement account?

“I had a 401(k) with one of my first jobs out of college. But I was only there for a few years, and once I took a new job, I forgot all about it. I …

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May 03, 2019 3 Money Mistakes to Avoid Before Retirement

Are you 100% confident in the decisions you’re making with your savings? We’ve seen a lot of hard-working people who are about to retire make a …

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April 26, 2019 5, 4, 3, 2 … Your Retirement Countdown Checklist

When you think back to when you first began working, didn’t retirement seem like it was a lifetime away? Yet, here you are. Every decision you’ve …

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September 07, 2018 Reader’s Question: Increase mortgage payments or 401(k) contributions?

Reader’s Question: My husband and I are both in our late-50s. We steadily contribute to our 401(k)s, but other than the equity in our home, we have …

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