Articles On:Retirement Planning and Senior Finance

March 29, 2023

New Rules on Required Minimum Distributions

Congress late last year revised the rules on required minimum distributions (RMDs) that retirees must ...

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required minimum distributions on calculator
March 8, 2023

When a Sale Is Not a Bargain

Buyer beware! Kiplinger’s Personal Finance explains when a sale is not a bargain and offers ...

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when a sale is not bargain - woman online shopping with credit card
March 1, 2023

Seniors and Dating Apps: Tips and Risks

As more seniors turn to dating apps to find a companion, they also need to ...

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senior man using a dating app on laptop smiling aw cute
February 22, 2023

How to Save for Health Care in Retirement

A health savings account provides one of the most-effective strategies to save for health care ...

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save for healthcare in retirement - woman with piggy bank
February 15, 2023

Cyber Fraud and Seniors: Don’t Be a Victim

Eric Iversen, author of “How to Be Cyber Safe + Savvy,” a guide for seniors ...

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cyber fraud and seniors - senior woman on phone and computer looking troubled.
February 8, 2023

How Tax Rules Change as You Age

Your life changes in many ways when you get older. But there’s something else that ...

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Black couple talking to financial advisor Photo by Monkey Business Images Dreamstime. For article on retirement trends
February 1, 2023

Happy As a Semi-Retired Independent Contractor

Jennifer Morley worked as a high school teacher in Hillsborough County, Florida, teaching economics, psychology, ...

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semi-retired and calling the shots. Happy senior on phone and computer
January 25, 2023

How a Roth Can Defuse a Retirement Tax Bomb

A Roth 401(k) can defuse a retirement tax bomb. Decades of salting away part of ...

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couple-retirement-planning, possibly hoping to defuse a retirement tax bomb. Image by Yuri Arcurs.
January 18, 2023

Plan to Live Long: Retirement Advice

When thinking about retirement it pays to plan to live long, to assume longevity and ...

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plan to live long retirement- couple doing financial planning
January 11, 2023

Reasons to Resist BNPL

Propelled by inflation and the pandemic-driven convenience of online shopping, buy now, pay later (BNPL) ...

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