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Opinion: How retirement planning needs to change in the new year

Annuities Featured Insurance Retirement Social Security
Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...
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A New Approach to Retirement Income Planning for Women

Featured Income Retirement
RETIREMENT PLANNING Focusing on income, rather than savings, is important for anyone planning to retire. But it’s even more important for women, in particular. To reduce fees, manage ...
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Year-end Financial and Retirement Planning Tips

Featured Retirement Taxes
From Roth IRA conversions and taxes to employee benefits and your 2021 budget, here’s your checklist of easy, smart money strategies. Read more at The Street ...
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4 Year-End Moves to Help Retirees Breathe Easy in 2021

Featured Retirement Taxes
The end of the year is the perfect opportunity to look at your finances and make adjustments. Whether you are newly retired or have spent years in retirement, ...
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Stop Telling Retirement Investors They Need A Million Dollars

Featured Income Retirement
The retirement industry needs to retool its arsenal of advice. It should focus on targeted saving and dividend growth investing. It should not focus on total portfolio value. ...
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3 Ways to Ensure You Have the Right Asset-Allocation Model Before Investing

Featured Income Money Retirement
Do the ups and downs of the stock market make you panic? Does your stomach drop every time there’s a correction? How you answer these questions will help ...
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This myth debunked: You don’t have to be wealthy to hire a financial advisor

Featured Money Retirement
There’s a big misconception that financial planning is only for the wealthy. The truth, however, is that financial planning is a path for anyone to actually gain wealth. ...
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How to Create a Tax-Efficient Retirement Income Plan

Featured Income Retirement Taxes
By Ann Schnorrenberg, Ph.D.   After spending most of your adult time working, you have decided to retire. Congratulations! Retirement is an exciting time but is accompanied by ...
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Retirement Income: Spotlight on Annuities

Annuities Featured Income Retirement
Readers will note that annuities—which are seeing renewed interest since the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s safe harbor was enacted for plan sponsors regarding annuities selection—rank highly ...
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Feeling altruistic? This tax strategy can keep Medicare premiums in check

Featured Money Retirement
This fall, older savers who are feeling generous may want to consider using their individual retirement account to help fund their favorite charities. There’s an incentive for being ...
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