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Combining taxable IRA and retirement plan income with Social Security income in the same year triggers the torpedo, causing retirees’ effect

Retirees facing the prospect of depleting their retirement savings to pay for long-term care, consider whether a Medicaid Compliant Annuity

Healthcare costs are one of the biggest expenses retirees face (but can be very manageable with the right knowledge!) which makes choosing t

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very li

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more

While the financial situation of military personnel and their families mirrors the general population in many respects, heavy indebtedness a

Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial......

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

According to a Genworth study, Americans are unprepared for the skyrocketing cost of long-term care, and expect the government to cover it.

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

Annuities come in all sorts of flavors, but the two primary flavors are fixed annuities and variable annuities. One type of fixed annuity, t

Annuities Grow In Popularity As Stock Market Volatility Creates a Retirement Savings Flight to Safety. Analysts say volatility in the stock

Pandemic of 2020 has forced 33% of workers to take a loan and/or withdrawal from qualified retirement accounts. According to Jennifer...

At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann

As a postal or federal employee, you have high-quality federal benefits. In time, they will play directly into your retirement, whether you

When the economy is tooling along and we find ourselves facing only an occasional hiccup in our money matters that falls short of expectatio

If you worry that your money won't last your entire retirement, you're not alone. As of 2017, the average 65‑year‑old man can expect to live

For retirement savers wanting more growth potential than what CDs and other fixed-interest assets might offer, fixed index annuities can be