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10 Tips for Retirement Investing

Featured Money Retirement
Key Takeaways The earlier you start, the more time the power of compounding will have to work in your favor. At a 7% annual return, investing just $50 ...
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The Social Security Fairness Act is now in the hands of the Senate. Here’s what could happen next.

Contributors Featured Income Retirement Social Security US
Decades in the making, the legislation would eliminate a provision that reduces Social Security payments to some retirees who also collect a pension from jobs that aren’t covered ...
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Here’s what a new Trump administration could mean for your money, financial advisors say

Featured Money Retirement Taxes US
Now that Donald Trump has been elected president, many individual investors are wondering what that means for their money. The markets rallied last week on news of Trump’s win, with the Dow Jones ...
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10 Strategies to Maximize Social Security

Featured Income Retirement Social Security
Social Security remains one of the most reliable income sources for retirees, so it’s important to consider strategies that help make the most of it. Making smart choices around ...
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Morningstar: How the 2024 Election Could Affect Your Portfolio

Contributors Featured News Retirement US
Election Day is Tuesday, Nov. 5, and the uncertainty can present pitfalls for investors. “There are a lot of emotions involved,” says Dan Lefkovitz, a strategist with Morningstar Indexes ...
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CBS EVENING NEWS: Why the “sandwich generation” struggles to save for retirement

News Retirement US
  Many people in their 50s are part of the so-called “sandwich generation” of workers who support both young relatives and aging parents. Roughly 5 million U.S. households ...
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9 Ways Retirement Has Changed

Contributors Featured News Retirement
Key Takeaways: Inflation has long-term impacts on retirees’ purchasing power. Higher inflation has forced retirees to take larger withdrawals, increasing the risk of outliving savings. Becoming a millionaire ...
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What Is a Good Monthly Retirement Income?

Featured Income Lifestyle Money Retirement
Key Takeaways Sources of retirement income include Social Security, retirement accounts, pensions, dividends and employment wages. Retirees can expect to spend 70% to 80% of their pre-retirement income ...
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Could Political Arguments Ruin Your Estate Plan?

Contributors Featured News Retirement US
At one time, political disagreements were just that — disagreements. It wasn’t uncommon for political talk to make its way into conversation at Thanksgiving dinner, and when someone ...
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Life Span, Health Span, Wealth Span: A More Expansive Approach To Retirement Planning

Featured Lifestyle Money Retirement
Until recently, I’ve never been enamored with the notion of living a longer-than-average lifespan. Perhaps this is because my primary observation was that old age didn’t look all ...
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