How are you going to occupy your time in retirement? In our experience, successful retirees have a plan to stay engaged, entertain themselves, and get active. Retirement is not a finish line, it's a fresh start. ...
Annuity marketers are using the current environment as an opportunity to step up their marketing of “guaranteed” products. What makes these products so challenging to analyze and compare are the many variants of annuities, some of which can be useful for longevity planning. However, most...
The sale of your business could be the cornerstone of your retirement savings. When looking to sell, buck the traditional line of thinking and start with the end number in mind: How much money do I need to fund the retirement of my dreams? ...
A spousal IRA expands the retirement savings toolkit and can help lower taxes during working years. If you and your spouse both have access to an employer-sponsored 401(k) plan, retirement saving is as easy as specifying the pre-tax contribution amount to be deducted from your...