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These are the 10 best states to retire based on quality of life—Florida isn’t in the top 3

Contributors Featured Lifestyle Retirement US News
When planning for retirement, a lot of the focus is on finances. But where you retire and the quality of life you will have there are just as important. ...
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Don’t Let Sequence of Returns Risk Cook Your Goose

Annuities Contributors Featured Income Retirement
New and soon-to-be retirees can minimize the “sequence of returns risk” by adjusting both their portfolio and their investing mindset. Investors who don’t manage this risk might wish ...
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What is a retirement financial advisor?

Contributors Featured Money Retirement
A retirement financial advisor can help you get your financial life in order as you prepare for retirement and during your golden years, helping you to secure resources ...
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3 ways to rethink old age and retirement, MIT expert says

Contributors Featured Retirement
The classic retirement framework aims for seniors to have enough money to fund their lifestyle in old age. While not incorrect, the framework is “incomplete,” Joseph Coughlin, director ...
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More retirement plans will soon have annuity options amid what one money manager calls ‘the silent crisis of financial insecurity

Annuities Contributors Featured Retirement US News
Some of the nation’s money management giants are tackling the growing concern that more Americans may begin to outlive their retirement savings. Starting in the fall, Fidelity will let ...
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Will Inflation Ruin My Retirement Plan?

Contributors Featured Income Lifestyle Retirement
Inflation has been markedly high recently. People are struggling to afford groceries, cars, and even rent. These high prices have hurt many households, but Dana Anspach, CEO and ...
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2023 Tax Tips From a Retired Tax Accountant

Contributors Featured Retirement Taxes US News
You can always use some professional tax tips when it comes to saving taxes. Some financial decisions, like filing your income tax, should be diplomatic indeed. With effective ...
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What the SVB Collapse Teaches Us About Retirement Planning

Contributors Featured News Retirement
The crash of Silicon Valley Bank and additional bank failures underscore the relevance behind proactive financial and retirement planning. Read more at 401k Specialist ...
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Want to Minimize Retirement Taxes? Don’t Follow This Popular Strategy

Contributors Featured Retirement Taxes
If you’re planning on making tax-deferred retirement accounts the last pot of money you tap after retirement, you’ve got a lot of company. And why not? The idea that your ...
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Retirees: Expect to Get Hit With Surging Health Costs

Contributors Featured Lifestyle Retirement US News
Inflation has been hitting retirees from the gas pump to the grocery store. Their next shock is expected in medical costs and health insurance—the expenses retirees can least ...
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