Retirement Strategies for Boomers of All Ages
Whether retirement is still more than 10 years away or right around the corner, here are savings strategies for boomers of every age group.
How to Spot Danger Zones in Your Retirement Plan
While no one could have predicted exactly what was going to happen in the wake of the 2007 housing crash that demolished a large part of many boomers’ retirement funds, it’s important that we learn from the experience and better insulate ourselves from future gyrations.
Your Cheat Sheet for Understanding Social Security Benefits
Social Security is a key component to many boomers’ retirement plans, but many of us don’t fully understand the system and how to make the most of it.
Health-Care Tips Every Boomer Needs to Know
Health-care problems tend to become more complex as we age, here are three tips to navigating the increasingly complex health-care system.
Financial Tips for Boomers Looking to Retire Abroad
Whether you are seeking a warmer climate, better tax advantages or more adventure, financial planners say retiring to a foreign land can present a number of financial challenges.
5 Retirement Moves Boomers Should Make in 2014
Financial security in retirement doesn’t just happen, it takes years of commitment and planning. Here’s how to get your retirement plan back on track in the new year.
Help! My Spouse Doesn’t Want to Save for Retirement
Both individuals in a partnership need to be involved and fully committed to creating and executing a savings plan.
What's Keeping Boomers Up at Night: Health-Care Costs
Retirement is supposed to be living the good life. But unexpected health-care costs can quickly throw cold water on the dream.
How Boomers Can Protect Themselves from Financial Scams
Thanks to the internet, financial fraud is on the rise, and many scammers are setting their sights on the elderly.
Tax Moves Boomers Should Make Now
Tax planning isn’t a fun topic at any point in the year, but it can definitely be a drag during the holiday season. But for baby boomers who are on a fixed income and are either nearing or in retirement, year-end tax planning is the key to avoid overpaying on their taxes.
What Boomers Can Be Thankful for This Year
The bulls have been running on wild on Wall Street this year as the housing market continues to show strength, and boomers have a lot to be thankful for this year.
Job Hunting Tips for Baby Boomers
While the labor market continues to make a slow recovery, baby boomers face particularly tough hiring prospects. Here’s what they have to do to showcase their skills and overcome any stereotypes to prove to hiring managers their worth.
Tips for Picking the Right Life Insurance Plan
Talking about death can be an uncomfortable conversation for anyone, but proper financial planning can ease any nerves that your family will be taken care of after you're gone.
Tips for Boomers Looking to Hand Down the Family Business
Succession planning is often the most complex part of the estate planning process and without proper planning and execution of a succession plan, there could be trouble ahead for family businesses.
Warning Signs of Elder Financial Exploitation
Whether the fraudsters are unscrupulous financial professionals, dishonest family members or complete strangers, senior financial abuse spans a broad spectrum of conduct and they targeting people of all levels of income.
What Boomers Need to Know for Medicare Open Enrollment Season
Medicare open enrollment is just around the corner, and this season could be a busy one with many seniors looking for a new plan because of changes coming to Part D and the launch of the new federally-run health insurance exchanges.
The New Retirement Outlook: Priorities Shift Among Retirees
Long gone are the days of retirees wanting to spend their golden years relaxing on the golf course or on the beach, it’s about healthy living, remaining in the work force and helping their children purchase homes, pay for college help care for grandchildren—all of which require detailed financial planning.
How to Know When You Should Claim Social Security Benefits
Life expectancy plays a critical role in Social Security planning, and while it’s tempting to apply for benefits as soon as you become eligible, it can have long-term economic consequences.
Tips for Boomers Ready to Sell their Business to Enter Retirement
Boomers' confidence in the economy has many of them hanging the "for sale" sign on their small businesses--but the process can be complicated and financially devastating if not done properly.
How Boomers Can Plan for their Health-Care Costs in Retirement
Health-care costs are often the big question mark hanging over boomers’ retirement savings. But with a little planning, boomers can work to take some of the guess work out of savings for retirement.