Retirement

Smart, focused guidance on all aspects of retirement planning and spending.

Saving for Retirement

  • Easing the cost of health care in retirement

    One of the biggest shocks for retirees can be unforeseen healthcare expenses. Rather than panic about them ahead of time, however, there are steps you can take to plan for the unexpected.
  • How the trade war impacts your retirement portfolio

    A trade war is bound to hurt the U.S. economy, but what could it mean for your retirement investment portfolio? Consider these strategies for protecting your nest egg.
  • The safety factor on income for life

    For anyone investing in annuities, a huge concern is whether the benefits will last a lifetime. And while there is always risk that a provider will fail, most of them have a rock-solid record of reliability.
  • Finding IRA opportunities under new tax laws

    Under new U.S. tax laws, there could be a few opportunities for IRA holders to think about. But you may want to talk to your accountant now—your chance to take action will start to end later this year.

401(k)

  • A 5-year countdown plan to retirement

    You may have started thinking about retiring, but there’s no need to panic as long as you spread the planning out. This five-year strategy can help break things down and make you look forward to the big day.
  • 7 retirement investing mistakes to avoid

    Learn how to avoid these seven biggest investing mistakes so you can reach your retirement goals, and utilize the proper savings tips to solidify your financial future.
  • Looking for ways to improve the 401(k)

    There are many good reasons why the 401(k) has become the ubiquitous retirement plan for Americans. But there's always room for improvement. Here are five suggestions for change.
  • How you can track down a forgotten 401(k)

    You may be among the employees who are leaving billions behind in retirement assets from past jobs. Now a new government program is trying to make it easier to reunite you with your lost money.

Getting Ready to Retire

  • Easing the cost of health care in retirement

    One of the biggest shocks for retirees can be unforeseen healthcare expenses. Rather than panic about them ahead of time, however, there are steps you can take to plan for the unexpected.
  • A 5-year countdown plan to retirement

    You may have started thinking about retiring, but there’s no need to panic as long as you spread the planning out. This five-year strategy can help break things down and make you look forward to the big day.
  • Finding IRA opportunities under new tax laws

    Under new U.S. tax laws, there could be a few opportunities for IRA holders to think about. But you may want to talk to your accountant now—your chance to take action will start to end later this year.
  • 7 great small towns for retirement

    Thinking about escaping from the chaos and buzz of the big city when you're ready to retire? These seven small towns offer the amenities, health care, peace and quiet that some retirees crave.

Living in Retirement

  • Easing the cost of health care in retirement

    One of the biggest shocks for retirees can be unforeseen healthcare expenses. Rather than panic about them ahead of time, however, there are steps you can take to plan for the unexpected.
  • The safety factor on income for life

    For anyone investing in annuities, a huge concern is whether the benefits will last a lifetime. And while there is always risk that a provider will fail, most of them have a rock-solid record of reliability.
  • Streamlining your investments after you retire

    Your post-retirement life should be a lot simpler, and that can extend to your portfolio. Luckily there are a number of easy ways to simplify your strategy and make the most of all your newfound free time.
  • What a bear market can do to your retirement

    After the harsh consequences of the 2008 Financial Crisis, many Americans worry that another crash could deplete their nest eggs. But there are steps you can take to lessen the impact.