This SECURE Act Provision May Impact Your Year-End Planning
11/13/2020
Prevent tax bracket creep among IRA beneficiaries with these three considerations.
Retirement & Longevity
// Tax Planning
With Nursing Homes Under Stress, Families Seek Alternatives
11/11/2020
COVID-19 has created significant challenges for the senior living industry, leading many families to consider new avenues of care.
Retirement & Longevity
The Scoop on COVID-19 Medicare Scams
11/11/2020
Scammers are casting a wide net for victims. Here's how to sidestep it.
Retirement & Longevity
Are You a Caregiver? The Answer May Surprise You [VIDEO]
11/8/2020
Caregiving doesn’t always entail helping your loved one dress, bathe or eat – it can encompass anything you do to support their independence and quality of life.
Retirement & Longevity
Can You Age at Home, or Will You Need More Support? [VIDEO]
11/8/2020
Most older adults want to stay in their own home and community as they age – but there are many factors to weigh, including healthcare needs, lifestyle preferences and financial considerations.
Retirement & Longevity
4 Financially Awkward Questions
11/6/2020
Though you can ask your advisor anything, some topics are harder to bring up.
Retirement & Longevity
The Psychological Side of Spending Your Retirement Savings
10/28/2020
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Why Contribute to a Roth IRA?
10/26/2020
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Should You File Early for Social Security?
10/13/2020
Waiting until full retirement age makes sense for many investors – but not for every investor.
Retirement & Longevity
Social Security Increases Benefits by 1.3% for 2021
10/13/2020
More than 64 million Americans will see the increase in their payments beginning in January.
Retirement & Longevity
Protecting Your Social Security Payout
10/9/2020
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
