What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your

With a clear understanding of where she stands, financially, a widow may evaluate her investment and wealth management options and take step

The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning s

Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may need that much in savings to generate the kind

Some of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. The corresponding question i

You will able to put a little more into your workplace retirement account in 2018. The federal government raised the annual contribution lim

A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression

Do you want a simple retirement plan you can implement easily as an independent contractor or small business owner? A SIMPLE IRA plan gives

Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision.

Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k), 403(b), or 457 plan, you mig

Key Medicare enrollment periods are approaching for 2017-2018. This fall and winter, there are three periods in which Medicare beneficiaries

Are you one of those baby boomers (or Gen Xers) who believes he or she can work past 65? Some pre-retirees are basing their entire retiremen

Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? In some instances, pure

Retirement planning is about the pursuit of a happy outcome – a fun and emotionally rewarding “second act” that spouses and partners can sha

TransUnion recently surveyed baby boomers and discovered that nearly half thought their credit scores would become less important after they

You know how much retirement money you have. Other factors aren’t as foreseeable. You don’t know exactly how long you will live, so you can’

Putting away a percentage of one’s income, money that could be used for any number of bills or luxuries, is a sacrifice made in the present

Aim to spend your retirement money in a way that you will not regret. Recognize these potential traps, strive to steer clear of them, and co

Insurance matters more in retirement planning than you may think. It is seldom “top of mind” in retirement planning conversations, but the r

If you withdraw money out of a workplace retirement plan in your fifties, will you be penalized for it? In most cases, the answer is yes. Di