Avoid Mistakes When You Become Eligible for Medicare

If you get your health insurance through the public marketplace and are nearing age 65, don’t forget about Medicare.
What Kind of Trust Is Right for You?

Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
What are Signs of Identity Theft?

These red flags signal that your financial data or other personal information may have been breached.
Key Dates for Planning Retirement

Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.
What Solutions Can Help Me ‘Age in Place’?

Americans are getting older. (I feel it — don’t you?) In fact, the Population Reference Bureau estimates that the number of Americans aged 65 and older will nearly double from 52 million in 2018 to 95 million by 2060.
How are Seniors Partnering Up?

Fearing that a romantic attachment in later life will lead to full-time caregiving, many couples are choosing commitment without sharing a home.
Worst Ways to Withdraw Funds from Retirement Accounts

Withdrawing from your retirement accounts in the wrong order could cost hundreds of thousands of dollars in retirement income.