Retirement is supposed to be enjoyable. Healthy financial habits should have set you up to do the things you've always wanted. But too often, individuals make mistakes that derail their plans to be financially independent. Learn how to set yourself up for a worry-free retirement.
You're getting closer to retirement, and it's time to put a plan in place. Here are some questions to consider and mistakes to avoid.
For individuals who would like to donate some of their IRA to charity, making a Qualified Charitable Distribution could be a good strategy.
"When should I retire?" is a question asked by millions of people every year. There is no one-size-fits-all answer, but here are some things to think about as you ponder your own retirement.
Learn about a significant change that will benefit retirees required to take RMDs in 2020.
The CARES Act is an economic stimulus package designed to help small businesses and individuals during the Coronavirus pandemic. Here are the main points that impact individuals.
The SECURE Act likely impacts everyone's retirement and estate planning. Watch this webinar replay to learn about the major changes and what strategies are available to mitigate potential problems.
The recently passed SECURE Act has made several changes to retirement plans, some of which could result in an increase in the amount of money being left to charities. Read why.
There's no place like home. That's the feeling many of us have as we age and need to consider where and how we will live as seniors. It's not always an option, however. Read how two retirees made their (different) choices.
