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Annuities Contributors Featured Lifestyle Retirement

Protecting Retirement Portfolios in a Bear Market

According to a study by the Employee Benefit Research Institute, over a quarter of retirees are spending more than they can afford due to the pressures of inflation and a ...
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Contributors Featured Lifestyle Retirement Taxes

4 Ways Taxes Could Burst Your Retirement Bubble (and What to Do About Them)

When people think about retirement planning, they tend to put their focus on saving and investing so they have a nice nest egg when they quit working. And ...
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Annuities Contributors Featured Income Lifestyle Retirement

How To Build Your Own Retirement Paycheck

As the CEO of a company whose mission is to help people secure retirement, I am obsessed with the unintended consequences of retirement planning and advice that focuses ...
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Featured Income Money Retirement

To Plan Your Retirement, Look Beyond The Online Income Calculators

We’ve all heard the problems with relying on numbers: garbage in, garbage out; liars figure, and figures lie; 87.2% of statistics are made up; and so forth. Yet ...
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Featured Money Retirement Taxes

IRS: These are your 401(k) and IRA contribution limits for 2023

It may be time to up your 401(k) contributions. The IRS is increasing the limit by $2,000 for 2023, the agency announced Friday. Cost of living adjustments will ...
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Featured Income Money Retirement

Retirement Planning: There’s A Wide Gap Between Expectations And Reality

There’s a significant perception/reality gap among most pre-retirees and retirees today. That’s one of the key takeaways from a new study published by the Stanford Center on Longevity ...
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Featured Money Retirement

Don’t even think about retiring until you have these 3 things completely paid off — your mortgage isn’t one of them

Millions of Americans spend their working days dreaming about retirement. Yet millions of Americans also may not take into consideration the crucial financial steps they should take becoming a retiree. While many ...
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Featured Money Retirement

Preserving Retirement Funds During Inflation

The current economic environment has many investors concerned about their financial future. The combination of high inflation levels and the recent bear market has caused some to wonder whether they will have ...
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Featured Retirement Taxes

Should you roll over your 401(k) to an IRA? Here are 3 tips for this key retirement decision.

This article is reprinted by permission from NextAvenue.org. In his classic tune “Roll Over Beethoven,” Chuck Berry famously belted: “Roll it over then move on up.” Well, if you’ve ...
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Featured Insurance Retirement US

Average premiums for Medicare prescription drug coverage are set to dip to about $31.50 a month in 2023, deductibles to rise

Medicare beneficiaries may see their premiums for prescription drug coverage dip in 2023, although their deductibles might rise. The average basic monthly premium for Medicare Part D is ...
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