A recent report on retirement savings says a comfortable retirement will take the average American $1.3 million in savings to achieve – nearly $200,000 less than the previous ...
Read more
Comments Off on The ‘magic number’ of $1.3M for retirement: on the money, or off the mark?
Blog
If ever you want to clear out a room, start a conversation about reverse mortgages. You’ll have the hors d’oeuvres and then some to yourself. But folks shouldn’t ...
Read more
Comments Off on Reverse mortgages: An overlooked retirement planning tool
Are you rich? The average net worth by age can help you benchmark your financial success against your peers and aid in retirement planning. But when most people hear ...
Read more
Comments Off on Average Net Worth by Age: How Do You Measure Up?
As the president’s trade policy has been rapidly evolving, it’s no surprise that where we sit right now is in a place of great uncertainty. While a 10% ...
Read more
Comments Off on Protect Your Retirement Portfolio from Tariff Risks
After the stock market plunged Thursday and Friday following President Trump’s newest announced tariffs, many Americans are seeing their retirement savings, particularly in 401(k) plans, take a hit. ...
Read more
Comments Off on Finance Here’s what to do with your 401(k) – and what not to – as stock market plunges after Trump tariffs
The financial future of the more than 70 million Americans who receive Social Security benefits is slightly more secure than anticipated: The trust fund reserves used to pay beneficiaries are ...
Read more
Comments Off on Will Social Security run out? Here’s what could happen to your benefits
If you’re retired, what should you do about recent gyrations in the stock market? During 2024, the S&P 500 gained 25% when you include the return from dividends. ...
Read more
Comments Off on 3 Strategies To Help Protect Retirees During Stock Market Volatility
Once you turn 50, and especially after age 65, you may qualify for extra tax breaks. Older people get a bigger standard deduction, and they can earn more ...
Read more
Comments Off on 10 Tax Breaks for People Over 50
Hiring freezes, the new Career/Policy classification, freezes on this and that program. It’s all causing lots of federal employees to consider retiring. My next guest warns, don’t do ...
Read more
Comments Off on Thinking of retiring all of the sudden? Haste could be a mistake
A new survey from TIAA points to a rising tide in demand for lifetime income products within DC plans, though a lack of understanding among employers could slow ...
Read more
Comments Off on Annuities could be the next big thing in retirement plans, finds TIAA research
