Taxes are an inevitable part of life, whether you’re still working or you’re retired. When you enter retirement, your funds may be more limited, and you don’t want to get a surprise tax bill when you have less financial flexibility.

That’s why you need to plan ahead for...

You started out with the best of intentions. You meant to start contributing to your 401K right out of college, but you were trying to put all your extra money to paying down your student loans, and suddenly you’re almost 40 and your retirement savings are woefully low...

With so many Boomers now well into retirement and Generation X poised to follow, the issue has become one of great importance at the national level. That sparked the recent introduction of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in Congre...

Most people would rather get a root canal than have a serious talk about life expectancy. We get it; it’s not the easiest of topics to discuss. But when it comes to planning for your retirement, you need to have an honest conversation with yourself about the subject.

On...

Many people think about retirement as something with hard and fast rules you must comply with, or else you won’t have a good experience. In fact, that couldn’t be further from the truth.

So much of retirement planning is individualized. What works for one person may not...

You probably already know that footing the bill for healthcare as a senior can become expensive. Adults over age 65 pay hundreds of dollars each month on Medicare premiums.

What you may not know is that Medicare won’t even cover all your health needs. There are other th...

Taxes are an inevitable part of life, and they don’t go away when you retire. In fact, you will need to learn to think about your taxes differently, as your income shifts from something you receive from an employer to something that comes in installments.

Yet many peopl...

Do you find finances intimidating? You are not alone. Many people put off learning about finances or taking control of their own situation because they feel like too many pieces of the puzzle are out of their control or they worry they will seem ignorant if they ask qu...

In 2018, the stock market seemed to experience the sort of volatility that can worry investors. Five of the 10 biggest one-day gains in the Dow Jones Industrial Average history occurred during the year — but the market also saw a one-day 500-point decline more than onc...

You probably have a picture in your mind’s eye of what retirement will look like. Maybe you want to spend as much time as possible traveling, or you want to enjoy lazy days with your grandkids, or perhaps you hope to find and perfect a new hobby.

It’s wonderful to dream...