The Boomer

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End-of-Year Financial Planning Tips for Boomers

Americans are stuck in a holding pattern when it comes to their financial planning because the fate of tax breaks remains unclear as lawmakers struggle to reach a deal on the fiscal cliff. But there are some steps boomers can take before ringing in the new year to protect and enhance their finances and taxes.

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How Boomers can Shed Debt in Retirement

Living on a fixed-income in retirement can be difficult, especially with the burden of debt. Here are tips on how to manage and reduce debt in retirement that would crimp boomers’ lifestyles.

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Don’t Fall Short in Your Retirement Savings

New research shows retirees are facing a major decline in their living standards in the last seven years of retirement due to inadequately funded retirement savings. Don’t let this happen to you.

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First Year in Retirement: How to Plan

Boomers who are ready to make the leap into retirement should prepare their finances and life schedule accordingly so they are ready for the transition. Here's how to get ready for your first year out of the workforce.