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October 27, 2016

Should You Always Max Out Your Retirement Contributions?

Commonly accepted financial wisdom is that you should always contribute as much money as possible to your retirement accounts, such as your 401(k) plan or your IRA. Is this really…

October 20, 2016

Longevity: How to Plan for the Unpredictable

Planning can resolve many retirement concerns. With a detailed and focused plan, you can predict how much income you will need in retirement, how much you need to save every…

October 13, 2016

How to Make Working Later in Life Work for You

So you’re approaching retirement age and have come to the disappointing conclusion that the numbers don’t add up. You don’t have the savings for the financial stability you need to…

October 6, 2016

End of Life: The Other Estate Planning Component

You probably know how important it is to have a written estate plan. Even at its simplest, an estate plan helps the courts and your loved ones determine how you…

September 29, 2016

Why Are Women at Greater Risk of Poverty in Retirement?

According to data from the U.S. Census Bureau, 16 percent of women age 65 and older live in poverty, versus a 9 percent poverty rate for similarly aged male counterparts.1…

September 23, 2016

Should You Convert to a Roth Before You Retire?

Since its creation in 1974, the individual retirement account (IRA) has become one of the country’s most popular retirement savings vehicles.1 There are more than 25 million IRAs in the…

September 16, 2016

Is Your Boomerang Child Sinking Your Retirement Plans?

It’s a day every parent dreams about. Your child finishes their education, enters the working world and embarks on a life of independence. For many baby boomers, however, that day…

September 12, 2016

Do You Have All the Facts You Need for Medicare Enrollment?

There are two big milestones for any new retiree. One is filing for Social Security and finally collecting benefits from all of the contributions you’ve made to the system over…

August 30, 2016

The Kids Are Gone. Do You Still Need Life Insurance?

If you’re like most parents, your kids are a major part of your life. You’ve watched them grow up, helped them accomplish big things and raised them to be successful…

August 23, 2016

Rental Property: Is It a Good Funding Source for Your Retirement?

On paper, it seems like a great idea. You simply buy an apartment building or a duplex in a popular area of town and then rent out the units in…