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Could Political Arguments Ruin Your Estate Plan?

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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Annuities Contributors Featured Retirement

How to get inflation-protected income that carries you through retirement

Annuities are better bargains if you purchase them right before interest rates decline. But if you’re worried that inflation could climb significantly higher, they may still be a ...
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Contributors Featured Lifestyle Retirement

The human side of retirement: Moving beyond the numbers

The financial services industry has made a major effort to help Americans plan for a financially secure retirement. But the industry must do more to help Americans plan ...
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Contributors Featured Income Lifestyle Retirement Social Security US

MoneyWatch The new middle-class retirement plan: Working into old age

A new glimpse into how middle-class people in the U.S. think about retirement is revealing some startling views about how long they expect to live and to work. ...
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Contributors Featured Lifestyle Retirement

Why People Resist Retirement

Given that most Americans retire by age 64, some may wonder why these men — or perhaps any number of elderly business leaders — didn’t retire long ago. In ...
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Contributors Featured Money Retirement US

How long you may live is one of retirement planning’s biggest unknowns. How experts say to get the best estimate

To effectively plan for your retirement, experts say, you need to watch your savings rate and total nest egg. But how much you really need to have set aside depends on ...
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Annuities Contributors Featured Lifestyle Retirement

Life Span, Health Span, Wealth Span: A More Expansive Approach To Retirement Planning

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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Contributors Featured Income Lifestyle Retirement Social Security

This retirement planning gap is ‘hidden in plain sight,’ Harvard professor says

For many people, retirement planning is all about money: how to invest, how much to save, when to claim Social Security, how to best withdraw from accounts. Finances in retirement are an acute fear. ...
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Annuities Contributors Featured Retirement

7 High-Return, Low-Risk Investments for Retirees

A fixed index annuity is one of the best strategies for generating low-risk cash flow in a volatile economy, some experts say. Once an investor locks in the current ...
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Contributors Featured Retirement Taxes US

How Will the 2024 Election Impact Your Retirement?

In times of great change, it is only natural for people to wonder and worry. Without perspective, it morphs into wondering and worrisome-driven decisions or indecision. A general ...
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