Retirement
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Why Do People Retire in Florida? 9 Things You Must Know
Attention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
By Bob Niedt Published
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10 Riskiest Places to Give Your Social Security Number
social security Here's how to lower the chances of your number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston Last updated
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11 Things You Need to Know About Medicare
Medicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos Last updated
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What’s the Best Medigap Plan?
Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses not covered by original Medicare.
By Jackie Stewart Last updated
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Four Money Mistakes Even Good Grandparents Make With Grandkids
Of course you want to spoil your grandchildren. Who doesn't? You can do it in ways that won't teach them bad habits or set unrealistic expectations, though.
By Neale Godfrey, Financial Literacy Expert Published
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How Interest Rates Affect Annuities
Find out why higher interest rates benefit some annuities more than others.
By David Rodeck Published
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Should You or the Trust Pay a Trust's Income Taxes?
Irrevocable trusts can be set up so that the trust maker no longer pays income taxes, and the taxes are instead paid by the trust. What are the pros and cons?
By Rustin Diehl, JD, LLM Published
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How to Use Annuities for Retirement Paychecks
Predictable income can provide stability and peace of mind. Here’s how to decide whether an annuity is right for you — and sort through the options.
By David Rodeck Published
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How to Score a Hole in One With Your Retirement Planning
The easy swing and follow-through of retirement planning starts with simple fundamentals. Start with your stance (aka your financial plan), choose the right club (aka asset allocation) and go from there.
By Evan T. Beach, CFP®, AWMA® Published