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What you need to know about long-term care

Understanding Long-Term Care Options and Costs for Seniors As Americans live longer, the need for long-term care (LTC) continues to rise. Research tells us that 70% of seniors ...
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The ‘magic number’ of $1.3M for retirement: on the money, or off the mark?

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 ...
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Average Net Worth by Age: How Do You Measure Up?

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 ...
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Protect Your Retirement Portfolio from Tariff Risks

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% ...
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Finance Here’s what to do with your 401(k) – and what not to – as stock market plunges after Trump tariffs

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.       ...
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3 Strategies To Help Protect Retirees During Stock Market Volatility

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. ...
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10 Tax Breaks for People Over 50

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 ...
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How To Plan Your Retirement For A Life Of Travel

Retirement often feels like the light at the end of the tunnel — a time to relax, enjoy life, and finally pursue the dreams that were put on ...
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Retirement plans are changing in 2025: What to know

An aging population, coupled with fewer companies offering pensions, means that a smaller portion of the population overall is prepared for retirement. The typical household headed by someone ...
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Planning To Retire In 2025? What You Need To Know To Prepare

Key Takeaways To prepare your finances for retirement, consider stashing more money in cash and fixed-income to avoid touching your nest egg if a bear market occurs. If ...
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