Retirement Planning

5 Things to Know about Reverse Mortgages
 

5 Things to Know about Reverse Mortgages

Posted: August 3, 2017
Many seniors turn to reverse mortgages to enhance their spending money in retirement, but they may not be right for everyone. Here are some facts you should know.

Avoid Going Broke in Retirement
 

Avoid Going Broke in Retirement

Posted: March 13, 2017
Preparing for a retirement involves lots of decisions, including investment philosophy, health issues, and lifestyle. These tips can help get you started on the right track.

Planning Ahead for Tax Changes
 

Planning Ahead for Tax Changes

Posted: March 13, 2017
Regardless of any tax reform, it's important to think ahead, such as planning for retirement and setting up an emergency fund. Here are some tips for making the most of your finances.

Stuck in the Middle: Financial Tips for the Sandwich Generation
 

Stuck in the Middle: Financial Tips for the Sandwich Generation

Posted: November 21, 2016
Between ages 40 and 59, the sandwich generation faces unique financial challenges. Many are raising a young child, financially supporting an adult child, or providing financial support to both a parent and a child. But there are ways to minimize the financial demands of being pulled in two directions.

3 Retirement Planning Mistakes to Avoid
 

3 Retirement Planning Mistakes to Avoid

Posted: October 18, 2016
Almost one-half of all working families have no retirement savings. And even if you’ve saved diligently, there are some pitfalls that can undermine even the best-laid retirement plans. We identify three common retirement planning errors and offers advice on how to avoid them.

Pension Planning: Choosing a Lump Sum or an Annuity
 

Pension Planning: Choosing a Lump Sum or an Annuity

Posted: April 26, 2016
Should you take your pension in a lump sum or as an annuity payment? Here's how you can determine whether getting a monthly stream of payments for life or getting a large cash payment is right for you (and your spouse).

Financial Fraud and Seniors: What You Need to Know
 

Financial Fraud and Seniors: What You Need to Know

Posted: January 1, 2016
One in 5 Americans who are age 65 or older have been the victim of financial fraud, losing a total of $2.9 billion every year. What can you do to protect yourself or loved ones from this kind of crime?