The Cost of ‘Not Yet’ Saving for Retirement
Retirement feels like a lifetime away when you are in your 20s, but that is exactly when you should start thinking about your golden years. Here's why.
Will You Ever Have Enough Money to Retire?
The expanded life span today has many worried about being able to save enough money to last them throughout their golden years. Don’t bury your head in the sand, there are little things you can do now that will pay off later.
Do You Understand Your 401K and IRA Fees?
Your 401K or IRA may be charging you a lot more than you realize.
Tips for Creating a Nest Egg Spending Plan
We spend decades investing and saving to avoid being broke in retirement. But your spending plan plays just as crucial of a role than your savings strategy.
Where Boomers Should be Investing Now
The 2008 financial crisis hit many baby boomers’ nest eggs hard, but now, five years later, Wall Street is rallying, the housing market has rebounded and the labor market continues its slow pace of recovery. But just because the economic climate has improved, that doesn’t mean saving for and protecting a nest egg becomes any easier.
How to Find Reliable Income for Retirement
When it comes to saving for retirement, starting early is key. But it's just as important to re-evaluate your savings plan to make sure it still fits with your financial picture and the economic climate.
Steps Small Business Owners Can Take For Retirement
Baby boomer small business owners are getting closer to retirement. What steps need to taken for a smooth transition when selling a business?
Gay Baby Boomers Can Finally Say ‘I Do’
The recent Supreme Court decision on same-sex marriage opens the door to many gay and lesbian baby boomers to finally get to say 'I do,' and enjoy the same legal benefits as married couples.
Single Female Baby Boomers Not Interested in Retirement
Many single female Baby Boomers have no plans of leaving the workforce anytime soon – because they don’t want to. Here’s advice.
Reasons to Consider an Ethical Will
With Father’s Day on Sunday, it may be a good time for boomer dads and granddads to reflect on ethical wills and how priceless the transfer of your personal values and wisdom can be to your surviving family.
Is Your Nest Egg Safe Against Future Health-Care Costs?
No one knows the future health problems they may have, or the medical expenses they may incur throughout retirement, but without proper planning health-care costs can potentially wipe out your nest egg in a hurry and leave you with critical financial challenges.
Should You Use Your Home to Fund Retirement?
For many baby boomers your home is your biggest investment, so it might make sense to include the equity you have built into your home to help fund your retirement. But what you don’t know could hurt you. Here are things to consider.
Financial Talks to Have With Loved Ones Facing Alzheimer’s
Many of America's baby boomers will spend their retirement years either suffering from Alzheimer's or caring for someone who has it. In discussing financial planning for someone living with Alzheimer’s, where do you even begin? Here is advice.
What Boomers Need to Know About Reverse Mortgages
You have been making mortgage payments most of your adult life. Maybe it’s time your mortgage lender starts to pay you back.
Retirement Expectations vs. Realities
The last of the baby boomers will celebrate their 50th birthday this year. Here’s their to-do list to plan for retirement.
Boomers’ Retirement Security Still Hurting from Great Recession
Retirees and older workers on the verge of retirement face a different economic environment than before the Great Recession.
How to Make Estate Planning Less Complex
Expiring exemptions and federal tax rates have made estate planning tough for both consumers and financial planners, so taking the time early on can help.
Don’t Let Retirement 'Derailers' Ruin Your Nest Egg
No matter how much we plan, life doesn't always go as expected. Your kid needs new braces, the roof needs to be replaced, the car breaks down. Don't let life's potholes derail your retirement savings.
Funeral Planning, It’s Not Fun, But it is Necessary
We strive to plan for all the major events in our lives, but we often overlook one event that is not only costly, but guaranteed: our funeral.
Retirees, Be Wary of Social Security Benefits Changes
The Bipartisan Budget Act of 2015, which takes effect on May 2, contains a provision that eliminates certain strategies that have been used to maximize Social Security retirement benefits.