Retirement Planning

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?

4 Questions About “Aging in Place”
 

4 Questions About “Aging in Place”

Posted: November 12, 2015
If you or a loved one are in retirement now or planning for the future, address these four questions to make independent living a more workable reality.