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Articles On:financial planning

August 9, 2023

The Benefits of Renting for Retirees

With average single-family home prices up nearly 24% since 2020 and home mortgage rates hovering ...

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retiree couple moving into house, by Photographerlondon. For article on renting for retirees as a wise choice
July 19, 2023

Social Security Taxes Surprise Retirees

After decades of having Social Security taxes withheld from your paycheck, you may not expect ...

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Woman figuring out social security taxes
June 28, 2023

RMD Strategies for Older Retirees

Once you start taking required minimum distributions from tax-deferred retirement accounts, you have fewer options ...

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required minimum distribution
June 14, 2023

Lower Taxes on RMDs

Postponing withdrawal of funds from your IRA could prove costly, but withdrawing them could bump ...

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senior couple trying to lower taxes on RMDs
June 7, 2023

How to Give to Your Grandkids

If you’re like many grandparents, you’d like to give to your grandkids in order to ...

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grandfather with grandkids putting coins in a piggy bank
May 31, 2023

Life Insurance and Empty Nests

Many retirees drop their life insurance once their kids have grown up, but a policy ...

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Life insurance
April 19, 2023

Free Yourself of Stuff: Decluttering and Downsizing

Once he retired, Jakob Miller finally had the time and energy to organize his three-bedroom ...

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couple downsizing
March 22, 2023

Regulators Focus on Frauds Targeting Seniors

Andrew Hartnett, deputy commissioner of the Iowa Insurance Division and president of the North American ...

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frauds targeting seniors - man on phone looking at credit card
March 15, 2023

Closing the Retirement Income Gap

By the time you reach your 50s, you should start to get a handle on ...

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retirement planing
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.
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