How to Know If You Can Retire Early

How to Know If You Can Retire Early

Are you thinking about retiring early? Back when boomers were young they considered it almost a.

Best 3 Cities to Retire With Only Social Security

Best 3 Cities to Retire With Only Social Security

Many people rely on Social Security income to pay for their retirement expenses. For a third of.

What to Do When You’re 5 Years From Retirement

What to Do When You’re 5 Years From Retirement

With a few years left until your desired retirement date, now is the time to get realistic. Have.

How to Save Your Tax Refunds for Your Retirement

How to Save Your Tax Refunds for Your Retirement

If you’re expecting a tax refund this year, consider saving at least a portion of it for.

4 Questions to Ask Before You Retire

4 Questions to Ask Before You Retire

After you retire, your daily life will change in many ways. Developing a clear picture of how you.

Why You May Not Collect Social Security at 62

Why You May Not Collect Social Security at 62

It’s common knowledge that you can collect Social Security retirement benefits as early as when.

3 Affordable Places to Retire Abroad

3 Affordable Places to Retire Abroad

While most retirees gravitate to sunny destinations like Florida and Arizona, or states with low.

How to Plan Your Budget With a Fixed Income

How to Plan Your Budget With a Fixed Income

Living on a fixed income has its pros and cons, but you can work both to your advantage. By.

4 Things Retirees Underestimate

4 Things Retirees Underestimate

When people plan their retirements, they carefully plan everything from monthly bills to housing,.

6 Biggest Retirement Planning Mistakes

6 Biggest Retirement Planning Mistakes

Retirement readiness is near an all-time low. Just 14% of adults are very confident they will live.

How to Plan Your Taxes in Retirement

How to Plan Your Taxes in Retirement

When you retire, your life changes in many ways — and so do your finances. One of the biggest.

How Your Taxes Are About To Change

How Your Taxes Are About To Change

Your taxes are about to change. Major tax changes for individuals are likely next year, following.

The Tax Deductions You Need to Know

The Tax Deductions You Need to Know

Tax Day is quickly approaching, but before you file that return, make sure you’re not missing.

7 Tax Tips You Need to Read

7 Tax Tips You Need to Read

The end of the year is near, and now is the time to consider the tax moves that could make your.

5 Reasons To File A Tax Return – Even If You Don’t Need To

5 Reasons To File A Tax Return – Even If You Don’t Need To

You are required to file a federal income tax return if your income is above a certain level, which.

5 Most Common Pre-Retirement Mistakes

5 Most Common Pre-Retirement Mistakes

Being in the home stretch leading up to retirement can feel great, but financial advisers say even.

How to get the most from your RMD

How to get the most from your RMD

It’s that time of year again, the time when people 70 and up are scratching their heads about.

3 Estate Planning Questions You Should Ask

3 Estate Planning Questions You Should Ask

Estate planning isn’t exactly fun, but it’s absolutely necessary. Just like you’re planning.

What Every Retiree Needs To Know About Estate Planning

What Every Retiree Needs To Know About Estate Planning

Having a smart estate plan is essential for everyone, regardless of assets, age, or income. You.

Why Annuities Offer Long Term Care Funding Flexibility

Why Annuities Offer Long Term Care Funding Flexibility

  One risk that can derail even the best retirement plan is long term care. Most retirees will.

Social Security Cost of Living Adjustment

Social Security Cost of Living Adjustment

HUGE news was announced today, and it’s going to affect you. Today, we learned that the Social.

5 Best Fall Getaways

5 Best Fall Getaways

Ready for a weekend off? Looking for a little peace and quiet? We know the feeling! Try one of.

How Buying Life Insurance Benefits Your Heirs

How Buying Life Insurance Benefits Your Heirs

Using required IRA distributions to buy life insurance can provide heirs a tax-free windfall..

Recipe: Pumpkin Spice Latte

Recipe: Pumpkin Spice Latte

Fall is (finally) here, which means it’s time for all things pumpkin! Are you in the mood.

5 Types of Long Term Care

5 Types of Long Term Care

Gone are the days when retirement meant you either had to live with your children or in a.

3 Things You Need to Know About Long Term Care

3 Things You Need to Know About Long Term Care

When it comes to long term care, most people think of nursing homes, or living with their children..

6 Times You Should File For Social Security Early

6 Times You Should File For Social Security Early

Filing for social security early is typically not recommended. However, there are.

Is An Annuity For You?

Is An Annuity For You?

People’s overconfidence in their investing ability makes them less likely to.

4 Mistakes That Will Kill Your Retirement – Pt. 1

4 Mistakes That Will Kill Your Retirement – Pt. 1

As you near retirement, no decision is harder than what to do with the nest egg you’ve spent.

How 6 Types of Retirement Income Are Taxed

How 6 Types of Retirement Income Are Taxed

Retirement income is vital to a good retirement plan. However, one of the biggest mistakes retirees.

4 Mistakes That Will Kill Your Retirement – Part 2

4 Mistakes That Will Kill Your Retirement – Part 2

In Part 2  of “4 Mistakes That Will Kill Your Retirement”, we have detailed the final two.

The Do’s and Don’ts of Taxes & Dividends

The Do’s and Don’ts of Taxes & Dividends

Dividend-paying stocks have soared in popularity over the past decade. If you’ve made room.

Why Andrew Carnegie’s “Wealth Machine” Can Secure Your Retirement

Why Andrew Carnegie’s “Wealth Machine” Can Secure Your Retirement

During his lifetime, Andrew Carnegie became one of the wealthiest men on the planet. Before he.