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To Create a Happy Retirement, Start With the Three Ps
What's your financial 'philosophy' for your golden years? Is your retirement 'planning' specific to you? What's your 'process' to design your dream retirement?
13 States That Won't Tax Your Retirement Income
Retirement Taxes Relocating to a state that won't tax your retirement income might help your savings last longer. But watch out for other state taxes.
Retirees, Don’t Let Inflation Cut into Your Summer Plans
If you’re on a fixed income, pricier travel means compromises, but you can still do fun stuff while saving. Think National Parks passes and senior discounts.
By Erin Wood, CFP®, CRPC®, FBSⓇ • Published
Annuities: What They Are and How They Work
Annuities are a controversial product, but in some cases it makes sense to consider one as part of your retirement plan.
By Jacob Wolinsky • Published
Are Bonus Annuities a Good Deal?
What seems like free money might not be in the long run, but sometimes bonus annuities can be worth it. Here’s how to figure out if one would work for you.
By Ken Nuss • Published
Gen X Should Prepare Now for the Great Wealth Transfer
As the Baby Boomer generation ages, it’s more important than ever that Gen Xers talk to their family and understand how their wealth situation could change.
By Mark Kenney, CFP®, CTS™ • Published
How Investing Can Help to Create the Life You Envision
Here are a few ways investing can keep you on track to achieve the life you envision, not one that happens to you while you’re chained to a desk.
By Justin Donald • Published
Seven Expert Tips for Managing Your Retirement Savings in a Volatile Market
The moves you make could be the difference between a secure retirement and a major loss of financial safety.
By Kiplinger Advisor Collective • Published
Ticket to Work Program: What Is It and How Does It Work?
This Social Security Administration program is underused and underpromoted, yet hundreds of thousands of American workers could access its benefits.
By Jim Allsup • Published
Should You Roll Over Your Retirement Plan When You Retire?
Here are some pros and cons of leaving your money in the company retirement plan when you retire vs. rolling it over to an IRA.
By Mike Piershale, ChFC • Published
How to Decide Between a Roth or Traditional IRA
retirement Deciding between a Roth or traditional IRA means understanding the differences for tax implications and qualifications.
By Tom Taulli • Last updated