According to a Merrill Lynch study, more than 80% of today’s retirees say health is the most important ingredient for a happy retirement, meaning that the majority value good health even over financial security. 98 tips for a Healthy and We…
The following account of charitable giving comes from Henry K. “Bud” Hebeler. Bud is a frequent contributor to the Wall Street Journal, Kiplinger’s Personal Fi…
Not everyone has a million-dollar investment portfolio that one day will turn into retirement income. For most people, retirement isn’t filled with world travel…
Saving for retirement is critical and investing those assets efficiently is important. However, that is not the end of worries for retirement cash flow and sec…
There is no shortage of retirement income advice. And, anyone can make a prediction about how much you will need for a secure retirement. Much of this guidanc…
Work is part of life, and many people spend the majority of theirs either working or commuting to and from their workplace. The typical sequence of event is: su…
One of the biggest financial concerns Americans have today is whether they’ll be able to afford retirement. According to a 2014 Gallup poll, 59 percent of Ameri…
Retirement is supposed to be all about rest and relaxation, but lately the term “R&R” has taken a new meaning for retirees thinking about their living situation…
It’s estimated that there are over 40,000 assisted living communities in the U.S. today, says Stephan Baldwin, director of business development for Assisted Liv…
No matter how much retirement planning you do, you cannot know whether your plan will work for you until you put it into action. Much like test-driving a car or…
When it comes to annuities, there tend to be two sides: those that love annuities and incorporate them into their retirement portfolio, and those that think the…
You may have heard this little piece of retirement advice: you should spend all of your money while there is still time to spend it. Though the notion of “dying…
Are you worried about outliving your money? Join the club. This is one of Americans’ biggest retirement fears. More than half (57%) of CPA financial planners ci…
It’s no secret that many older Americans are working past traditional retirement age. Whether working later in life is due to financial necessity or a desire to…
A reverse mortgage is a loan that enables homeowners aged 62 or older to borrow against the equity in their home without having to sell the home, give up title,…
Preparing for retirement can be a daunting task, so it helps to know what advice the best financial advisors have to offer. Here is retirement planning advice f…
A reverse mortgage can be used to tap into home equity, and can allow aging Americans to remain in their homes. The proceeds of a reverse mortgage, including th…
The costs of Alzheimer’s disease and other forms of dementia can be staggering. And not just for the person suffering from the disease, but for those around him…
Though annuities can be a valuable part of your overall retirement portfolio, not all annuities are the same. Some annuities have oppressive terms which may not…
If you’ve never seen a reverse mortgage commercial featuring the familiar face of a celebrity, you’re probably in the minority. Reverse Mortgage lenders have lo…
For better or worse (or a little bit of both), the economic climate has irrevocably shifted in the last 15 years, and it’s not likely to stop anytime soon. The…
After struggling to help her mother–the wife of a World War II veteran–receive benefits from the Veterans Administration (VA), Debbie Burak founded VeteranAid.o…
Whether to keep working or retire is one of the most difficult decisions you’ll make in life. It changes everything, and starts a whole new phase. While there’s…
Sometimes simpler is better. While we may appreciate complexity in our sports cars, our flavor palates, even our stock portfolios, understanding those portfolio…
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