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The best retirement advice you’ve probably never heard

Chocolate or vanilla? Coke or Pepsi? Cheeseburger happy meal or chicken nuggets, and so on. We Americans love choices. Retirement is no different. As we head into unchartered waters, as ...
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Featured Retirement

Health Insurance Options When Retiring Early

IF YOU RETIRE BEFORE Medicare eligibility begins at age 65, you will need to purchase health insurance. It is important to find coverage for routine medical checkups and prescriptions as ...
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Featured Lifestyle Retirement

The New Realities Of Work And Retirement

Bob Orozco barks out instructions like a drill sergeant. The 40 or so older adults in this class follow his lead, stretching and bending and marching in place. ...
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Featured Money Retirement

How Will the Impeachment Inquiry Affect Markets?

You might think launching a formal impeachment inquiry against the sitting president of the United States would have a negative impact on markets. Investors, Don’t Worry About Impeachment ...
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Featured Income Retirement

Why You Need A Retirement Income Distribution Strategy

I was standing at the top of the highest point in Africa – Mt. Kilimanjaro – with friends and clients several years ago. I considered all of the ...
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Featured Retirement

Here’s what you should know about Medicare costs if you’re nearing age 65

After paying into Medicare through payroll withholding for many years, you might think your coverage will be free once you turn 65. You’d be wrong. In reality, the ...
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Featured Lifestyle

50 Best Places to Retire in the U.S.

Thinking about moving in retirement? You’re not alone. About two-thirds of retirees plan to relocate or already have, according to a survey by Merrill Lynch and Age Wave, a ...
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Featured Retirement

A Recession Won’t Wreck Your Retirement…But This Will

Do the financial markets have your attention? I assume so. After all, Wednesday’s 800-point drop in the Dow was the worst day in the U.S. stock market this ...
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Featured Money

Why DIY investors still might want a financial adviser

You’re comfortable investing your money, managing your household budget, and planning for retirement. When questions arise (Lease or buy a car? Refinance my home mortgage? Do I need long-term care ...
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Featured Money Retirement

What Happens to Your Retirement Plan Now That the Fed Lowered Interest Rates?

At the end of July, the Fed lowered its key interest rate by 0.25% to just below 2.25% — the first time it has cut rates since 2008. ...
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