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How to Pay for Care without Going Bankrupt

When Did You Last Review Beneficiary Designation Forms?

big tax mistakes in retirement

When it comes to your retirement accounts, do you know who your beneficiaries are? These types of accounts have complex distribution rules and significant tax implications for those who inherit them. This complexity is compounded, if there are errors or missing information on your beneficiary forms, as is often the case. Add to this the game-changer SECURE ACT, the largest retirement legislation that has been passed in decades—and there has never been a more important time to review your beneficiary forms.

Rethinking Retirement

Older couple in retirement

When contemplating retirement, a review of the past, present, and future highlights the relatively recent and complex evolution of this modern concept.

Can I Avoid Costly Medicare Mistakes?

Elder Financial Abuse

Workers who are nearing age 65 and have health insurance through their job may want to consider how Medicare could factor into their medical coverage.

Why Can’t Rock Stars Retire?

Celebrity Red Carpet

With his Farewell Yellow Brick Road tour, Elton John confirmed his latest plans for retirement. The final show of the tour in July 2023 will be his last. However, deja vu suggests this might not be the last we see of Elton.

What’s New in SECURE 2.0 Act of 2022?

Business News - SECURE Act 2.0

In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.

Retirees Burdened with Debt: What’s the Most Common?

Talk to just about any financial adviser, and they will urge you to enter retirement without debt.  However, while a goal of beginning your golden years in the black is laudable, the reality can be very different.

Can I Retire in a Bear Market?

Retirement During a Bear Market

It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’

Will Inflation Have Impact on My Retirement?

Inflation Impact on Retirees

Inflation hurts everyone. It seems to reach every sector, product and business in one way or another, whether it raises the cost of heating your home, lunches or road trips. However, if you’re a retiree, you may be particularly worried about inflation because your spending habits and income sources might be disproportionately exposed to inflation.

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