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Choosing a Financial Adviser: The Fiduciary Dimension

Featured Money News
Many people find financial advisers by asking for recommendations from friends or co-workers. While this is a good starting point, it’s important to understand an adviser’s service model, ...
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6 Downsides of Downsizing for Retirement

Featured Lifestyle News Retirement
You will likely save a little on housing costs by downsizing. Our tax bills and our heating bills are lower. When we disposed of our old stuff, which involved selling ...
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7 signs you might not have enough money to retire

Featured Income Retirement
There are a few questions you should ask yourself before deciding whether you’re ready to retire. One of those has to do with how much money you’ve saved. Even if you’re ...
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It’s not a stock … it’s not a bond

Annuities Featured
Fixed indexed annuities are an insured asset class unto themselves The market and investors always follow external events, and at this point in time we’re experiencing a roster ...
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The 7 Most Common Social Security Mistakes

Featured Income Retirement
Social Security is a complicated element of anyone’s retirement plan. Here are the most common mistakes individuals tend to make and how to avoid them. According to the Centers ...
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Home Personal Finance Spending & Saving Americans’ financial optimism hits 16-year high — despite reasons to feel otherwise

Featured Income Money News
Whatever we actually feel, there are plenty of reasons to be optimistic: The unemployment rate is hovering around 4%, tappable home equity hit a record high recently, and ...
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Don’t Let the Fear of Spending Spoil Your Retirement

Retirement
If you have done any research on retirement, you have likely read that the No. 1 concern for retirees is that they will outlive their money. This is ...
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An author who studied more than 10,000 millionaires says those planning to retire early often overlook a crucial step

Featured Money Retirement
If you think you’re on track to retire early as a millionaire, make sure you don’t make the same mistake as some aspiring early retirees. “One thing that often gets ...
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8 Tips For Avoiding Taxes On Social Security Benefits

Featured Income Retirement
Social Security benefits are taxable but only up to certain limits. And there are steps you can take to avoid or cut how much of your Social Security ...
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A New Year And A New Retirement Income Plan

Featured Income Retirement
Summary With interest rates rising, retirees can actually earn anywhere from 2.5-3% interest. The Federal Reserve has set the stage for 2019 with talk of a couple more ...
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