Planning for & Living in Retirement
Women, Divorce and Retirement: Divorce Puts Retirement on Hold – Permanently
This ongoing Retirement Daily Special Report spotlights, from the checkbook to the courtroom and beyond, the true accounts of women in retirement following a divorce.
Women, Divorce & Retirement: Creating Your New Personal Finance Plan
A panel of financial planning experts discusses what divorced women should do with their money and finances.
Common Retirement Questions: Should I Roll My 401(k) Over into an IRA?
People often wonder if they should roll over their 401(k) into an IRA. Here's how an adviser would answer.
Think You Can’t Retire Now? Think Again.
Our expert shares the four key factors to a financial plan and what determines if you can retire now versus later on.
Common Retirement Questions: What Are My Sources of Income and Financial Assets?
A common retirement question is "What are my sources of income and what financial assets should I draw on first during retirement?" Read our expert's answer.
How Much Is Enough? Four Keys to Success in Retirement
Determining when you can retire and how you can stay comfortably retired is crucial to financial success. Four tips from our expert can help make that a reality.
Women, Divorce and Retirement: Homeless, yet Hopeful after Financial Loss
Learn how women are moving forward after divorce and hear from experts about financial steps for all women facing similar challenges.
How Your Adult Children Can Stop Relying on You Financially
Read below to discover the balance of supporting your children and your bank account.
Common Retirement Questions: How Much Can I Spend Each Month Once Retired?
A common retirement question is "How much can I spend each month once retired?" Read our expert's answer.
Women, Divorce and Retirement: Living on Public Assistance After Losing Access To Assets
In this ongoing Retirement Daily Special Report our expert offers advice to "Elizabeth" - a woman devastated financially by her divorce.
Common Retirement Questions: When Should I Begin Taking Social Security?
In this section of the Common Retirement Questions series, our expert addresses when you should start taking Social Security.
Avoid this Pitfall When Planning for IRMAA
How does income affect your Medicare Part B premium? How do you tackle IRMAA planning? These questions and more are answered by our expert.
Pre-Plan Your Retirement with a Pre-Mortem
A retirement pre-mortem can provide a preview of your retirement, help identify what could go wrong, and what you can do to limit costly mistakes.
Common Retirement Questions: Should Spouses Retire at the Same Time?
In this section of the Common Retirement Questions series, our expert answers the question of whether or not spouses should retire at the same time.
Seven Planning Challenges for Caregivers
There are many challenges that caregivers face - here's how to manage the financial ones.
New York Long-term Care Trust Program to Provide Long-term Care Benefits for Eligible Residents
The New York long-term care trust program will provide long-term care benefits for eligible residents who have paid the required premium contributions and are in need of assistance with at least three activities of daily living as determined by the department of health.
Women, Divorce & Retirement: Financial Dramas and Losses Haunting Divorced Women
This ongoing Retirement Daily Special Report spotlights, from the checkbook to the courtroom and beyond, women in retirement following a divorce. Learn how women are moving forward and hear from Certified Divorce Financial Analyst (CDFA®) experts about current or next steps.
Common Retirement Questions: Can I Afford to Retire?
The answer to "can I afford to retire?" is not very straightforward. Here's what people need to know when considering the question.
Do Disabilities Impact Older People’s Moves to Other Locations?
A new U.S. Census Bureau report shows the number and characteristics of older U.S. adults who moved and how far they moved.
Navigating the Financial Vortex - Why Americans Can't Save for Retirement
Americans across generations face a vortex of challenges that hinder their ability to save, leaving many with less than 50% of income replacement in retirement, according to Goldman Sachs Asset Management. So what is the solution? Having a plan and saving as early and as much as you can.
Three Numbers to Know Before You Retire
Are you about to retire? Consider these numbers before you do.
Is it Better to Own Real Estate Directly or via a REIT?
To create diversified retirement income, consider these key factors of direct or indirect real estate ownership.
Longevity Risk & Retirement Income Solutions
Annuities and target date funds - learn about each type and how to find the right solution for you.
Women, Divorce and Retirement: True Stories of the Financial Dramas and Losses Haunting Divorced Women
This Retirement Daily Special Report spotlights women in retirement following a divorce. Learn how they're moving forward and hear from our experts on next best steps.