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After decades of planning, you might expect your retirement years to unfold just as you imagined. Hopefully that will be the case, but we wanted to warn those of you still in the planning stages: These six things often take retirees by surprise. You might still work. Some retirees simply…
Retirement plans such as the 401(k) and IRA are popular choices, due to certain tax incentives offered by the IRS. Of course, the agency can and does occasionally make adjustments to the rules, so it’s important to stay on top of these changes. Here’s what you need to know about…
Once you enter your fifties, it’s time to get (even more) serious about retirement planning. In your last decade or so of your career, start tackling these seven goals to get yourself on better footing. Pay down debt. You might be earning more money than ever before in your career,…
Everyone wants to maximize their retirement income, so you will often hear that you should avoid claiming Social Security until at least your full retirement age. At age 66 or 67 (depending upon your date of birth) you can claim your full scheduled benefits, and if you wait beyond those…
Retiring without debt, and living free of that burden, is a dream for many of us. So what would it take to make that dream a reality? A conscious budget. Most of us have some basic framework of a budget, but we don’t really designate a certain amount of money…
The coronavirus pandemic has affected us all in different ways, but we all have one important thing in common: Retirement, and our future Social Security benefits, concerns us all. Analysts have predicted some changes to the program in the not-so-distant future, due to the state of the economy. Here’s what…
The SECURE Act, signed into law on December 20, 2019, aims to make retirement planning a bit easier for many Americans. It accomplishes this goal by lifting a few key restrictions that previously served as obstacles for those trying to save for retirement. However, one provision of the law does…
The fact that one quarter of Americans currently have no retirement savings has long concerned lawmakers, who continually consider various resolutions aimed at closing the gap in retirement planning. The SECURE Act, just signed into law last month, was one such attempt. The Setting Every Community Up for Retirement Enhancement…
Financial strategies sometimes shift over time, but one rule has stood the test of time: You really can’t save too much for retirement! If you wisely meet the contribution limit of your retirement account each year, congratulations on making a responsible choice for your future. And we have good news…
Although the idea has been mentioned often in the past, a bill that expands Medicare coverage to dental, vision, and hearing expenses has now passed committees in Congress for the first time. Along with that major change, the bill would also allow Medicare to negotiate prices with drug companies and…
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