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As 2025 winds down, retirement planning is shifting under three big spotlights: taxes in 2026, retirement plan rule updates, and Medicare drug-cost changes. Here’s a practical, client-friendly guide you can publish —
Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s income plan if one Social Security check disappears create tax-advantaged cash you can access in
Quick Take Annuities are insurance contracts that can turn a portion of your savings into guaranteed income you can’t outlive. For the right person, they lower stress, steady cash flow, and reduce
For older parents of adult children with disabilities, focus stays on caring for kids Jeanne Piorkowski looks forward to having more time in retirement to navigate the dense bureaucracy of forms, benefits
As folks approach retirement, they often start mentioning their “bucket list” more frequently. The bucket list is generally an itemized agenda of experiences or achievements that a person hopes to accomplish during
Navigating retirement can be overwhelming given uncertainties like market volatility, inflation, life expectancy and the state of Social Security. Like having a mechanic give your car a periodic once-over, regularly reviewing your
KEY POINTS An improving economy has helped modestly improve the outlook for Social Security’s funds. But experts say the outlook for the program still points to the need for imminent reform. A
KEY POINTS From now until 2030, 30.4 million Americans are expected to turn 65. Women who are entering retirement now face more financial risks than their male counterparts, new research finds. The
Planning for retirement is hard for many reasons, including the challenge of answering one key question: Just how long will I be retired? Knowing how much time you’ll have to enjoy your
KEY POINTS By some measures, millennials lag on retirement preparedness and net worth relative to older generations such as Gen X and baby boomers. There are many reasons for this, such as
The calendar page has turned and 2024 is here. Before we get too far down the road, be sure to check out these changes around retirement savings. Every so often the federal
At the end of 2022, the SECURE Act 2.0, short for Setting Every Community Up for Retirement Enhancement, became law. It expands earlier legislation, changing many aspects of the savings and retirement
A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they clock out of the
Here’s how to get your financial house in order Forget cleaning out the closet, scrubbing the floors and washing the windows. The start of spring is an even better time to get
