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At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann

Did you know it’s possible to retire in the zero percent tax bracket? You might be thinking, it’s too good to be true. But as long as you kn

With record numbers of baby boomers retiring, many new trends are coming into the retirement landscape. Among boomers, there is one growing

After we enjoyed the sweet ride of an 11-year bull market, market volatility is back in style now. Where things will go from here is anyone'

The holidays are a time for family gatherings, and it’s a good bet that at many of them, a couple of the adult “kids” huddled together and a

Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say

If you asked a hundred financial advisors about what they use to construct retirement strategies, you would surely get as many opinions as t

Here are five steps to take in order to help you make the transition.

As a postal or federal employee, you have high-quality federal benefits. In time, they will play directly into your retirement, whether you

Why are 401(k) plans, annuities, and IRAs so popular? It’s important to understand the differences between a Roth IRA and life insurance. In

Learn How Annuities Can Protect Your Retirement Savings & Give You Guaranteed Monthly Income For Life. Better Understand The Power of Annuit

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; howe

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, a

In a recent survey, 74% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting ques

Many men and women approach money management and financial wellness differently and this difference often extends to planning for retirement

All of us would love to pass on a decent-sized legacy to our heirs. But too many estates are all but entirely consumed by the high costs of

Pension and life insurance companies are reporting a major up tick and demand for fixed term annuities since the coronavirus outbreak starte

For the past few decades, people have been living longer than what Social Security was designed to pay out for. Millions of new retirees are

As you gear up for crucial retirement decisions such as Social Security, you may have heard of “full retirement age.”The Social Security Adm

This new personal finance series will save you thousands. What if you could get a huge deposit into your income account, have it grow at a g