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A retired household faces three types of health care expenses. The premiums for Medicare Part B (which covers physician and outpatient servi

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

The average 401(k) exposes your money to 50% losses. What would losing HALF your retirement savings money mean to your future? Imagine what

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

The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing.

Indexed Universal Life offers a guaranteed income-tax-free death benefit and can protect a portion of retirement income and assets from mark

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

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

When the economy is tooling along and we find ourselves facing only an occasional hiccup in our money matters that falls short of expectatio

If you worry that your money won't last your entire retirement, you're not alone. As of 2017, the average 65‑year‑old man can expect to live