Retiring Overseas? Take These Steps First While the United States ranks fourth overall in the annual U.S. News & World Report “Best Countries” list, it barely ... [Read More] 5/3/2023 | By Elaine Silvestrini
Turn Home Equity Into Income In Retirement In some high-cost parts of the United States, the homes seniors bought years ago for a modest amount are now ... [Read More] 4/5/2023 | By Sandra Block
New Rules on Required Minimum Distributions Congress late last year revised the rules on required minimum distributions (RMDs) that retirees must start taking in their 70s ... [Read More] 3/29/2023 | By Sandra Block
Closing the Retirement Income Gap By the time you reach your 50s, you should start to get a handle on your retirement income. How much ... [Read More] 3/15/2023 | By Sandra Block
How to Save for Health Care in Retirement A health savings account provides one of the most-effective strategies to save for health care in retirement. Contributions are pretax ... [Read More] 2/22/2023 | By Sandra Block
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 your paycheck in a 401(k) ... [Read More] 1/25/2023 | By Sandra Block
Plan to Live Long: Retirement Advice When thinking about retirement it pays to plan to live long, to assume longevity and an extended life. Follow a ... [Read More] 1/18/2023 | By Sandra Block
Retirement: Problems with the 4% Rule The best-known retirement withdrawal strategy has some weaknesses. Here’s what you should know about the problems with the 4% rule. ... [Read More] 1/4/2023 | By David Rodeck
Social Security Decisions Involve Both Spouses Social Security decisions involve both spouses. Getting the most out of your Social Security benefits could significantly improve your retirement ... [Read More] 12/28/2022 | By Sandra Block
Should You Pay Off Your Mortgage Before Retirement? If you plan to pay off your mortgage before retirement, you’re not alone. But that isn’t always the best financial ... [Read More] 12/21/2022 | By Daniel Bortz