Healthcare is one of the biggest expenses any person must shoulder, but especially those that are retired. Despite working and saving for...

Saving for retirement is often a delicate topic for many people. Whether they are worried about when to save, how much to save, or how to...

The issue of whether your Social Security benefits are taxed is based on your “provisional income.” This is your adjusted gross...

With the excitement of retirement, money can be the last thing you would have on your mind. However, if you have a careless approach to...

After working hard and saving your money wisely, you’re ready for a successful retirement. Unfortunately, there can be bumps and hiccups...

As you get nearer to retirement, there is more pressure to plan ahead. Kiplinger’s article, “4 Big Retirement Regrets That You Should...

IRAs, 401(k)s, 403(b)s and other qualified accounts are popular tools for building a retirement nest egg. But after investing and saving...

Retirement is often called the “decumulation” phase, when retirees are steadily spending down their assets. However, many retirees are...

Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that...

Money Magazine says that the generation gap has a new frontier: IRAs. The article, “Why Older Americans Should Get Hip to the Roth IRA,”...

One couple who wanted to live in a community for people 55 and older in an area they had always admired used a reverse mortgage to...

Loose ends in estate planning can lead to lost opportunities, stress, last-minute fixes or—worst of all—failing to designate money to...

A recent study showed that people in the U.S. fear developing Alzheimer’s disease more than any other major life-threatening...

THV11’s recent post, “The importance of beneficiary designations,” explains that designating beneficiaries is a very important part of...

The long-term outlook for Social Security old-age and disability benefits is still good, with promised benefits payable until 2034....

If you have multiple grandchildren with 529 college-savings accounts, can you move some money from one grandchild’s account into the...

If you turned 70½ in 2015, you were required to take your first required minimum distribution from your IRA by April 1, 2016. But do you...

You want to prosper by following tried-and-true principles of effective wealth creation and asset management—not myths passed down from...

After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...

Estate plans have several components to help beneficiaries carry out the requests of the benefactor. You want to start tackling those...