How Much Money Do Retirees Need To Be Happy?
Today’s pre-retirees and recent retirees might want to make “happiness” rather than “full retirement” their goal, given their limited financial resources.
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6 / 2022
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6 / 2022
Social Security Won’t Go Totally Broke
It’s an important part of your retirement planning to understand Social Security’s financing and vote accordingly.
18
3 / 2022
Retirees: Choose The Best Person to Help Keep Your Money Safe As You Age
Seniors face the risk of significant financial losses as they age because of diminished cognitive capacity. Learn who to ask for help.
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3 / 2022
Is The Great Resignation An Opportunity For Pre-Retirees and Retirees?
Pre-retirees and recent retirees can significantly improve their financial security by working a few years in retirement, and they may have advantages over younger workers.
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3 / 2022
Universal Life Insurance Has A Trap For Unwary Retirees
Universal life policies have the potential to fail catastrophically just when they’re needed the most. Here are four strategies to protect yourself.
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3 / 2022
Four Strategies To Help Calm Jittery Nerves Of Retired Investors
Adopt an investing strategy in retirement that allows you to confidently ride out any stock market dips and crashes.
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3 / 2022
A Historical Perspective On Stock Market Returns Can Help Calm Jittery Nerves
Over the long run, the stock market has won much more than it’s lost. How can retirees use this insight to put their worries to rest?
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2 / 2022
Pre-retirees And Retirees: It Pays To Shop Your Medigap Coverage
Monthly premium amounts can range widely among insurers for the same Medigap policy.
9
2 / 2022
Retirees: Beware Of Traps For The Unwary Regarding Qualified Charitable Distributions
Qualified charitable distributions can be a great way to save on taxes, but be careful not to run afoul of a few IRS “gotcha” rules.
16
12 / 2021
Traditional Medicare And Medicare Advantage Plans Deliver Similar Results
Traditional Medicare and Medicare Advantage (MA) plans deliver similar health outcomes and customer satisfaction measures, though MA plans tend to deliver more coordinated care.