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Combining taxable IRA and retirement plan income with Social Security income in the same year triggers the torpedo, causing retirees’ effect

Retirees facing the prospect of depleting their retirement savings to pay for long-term care, consider whether a Medicaid Compliant Annuity

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very li

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more

While the financial situation of military personnel and their families mirrors the general population in many respects, heavy indebtedness a

The idea behind asset allocation is to offset any losses from one class with gains in another, and thus, reduce the overall risk of the port

Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial......

The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

Even though Americans usually keep about 7% to 8% of their income in savings, that rate increased to more than 33% due to the pandemic.

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

This FREE eBook focuses on 3 sections that will help you assess your current investment situation based on where you are: More than 10 years

According to a Genworth study, Americans are unprepared for the skyrocketing cost of long-term care, and expect the government to cover it.

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there

Government employees face unique financial planning considerations as they save for retirement and other goals. TSPs offer six different...

Annuities come in all sorts of flavors, but the two primary flavors are fixed annuities and variable annuities. One type of fixed annuity, t

Annuities Grow In Popularity As Stock Market Volatility Creates a Retirement Savings Flight to Safety. Analysts say volatility in the stock

Pandemic of 2020 has forced 33% of workers to take a loan and/or withdrawal from qualified retirement accounts. According to Jennifer...

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