Retirement Planning

Navigating Retirement in the 2020s
Retirement Accounts

Navigating Retirement in the 2020s

For the past four decades, retirees have enjoyed low prices on goods and services and long bull markets in both…

The Social Security Lump-Sum Option Has a Big Gotcha
Social Security

The Social Security Lump-Sum Option Has a Big Gotcha

If you claim Social Security benefits after you reach full retirement age, you’ll be offered an up-front payout equal to…

Protect Your Retirement
Retirement Planning

Protect Your Retirement

The 60/40 portfolio has always been considered a safe, conservative strategy for retirees seeking stability, not big returns. But that…

Annuities in 401(k)s
Retirement Accounts

Annuities in 401(k)s

Millions of Americans soon may have access to annuities in their 401(k)s. Currently, only 13% of retirement plans offer these…

Protect Your Retirement Savings from Lawsuits
Retirement Living

Protect Your Retirement Savings from Lawsuits

There is a widely held belief that creditors and lawsuits can’t touch retirement accounts—but that is not always true. Reality:…

To Rent or Buy in Retirement?
Retirement Living

To Rent or Buy in Retirement?

Whether you are considering buying a home for your retirement or renting one, you have pros and cons to weigh…

Prepare Your Business for Your Retirement
Retirement Living

Prepare Your Business for Your Retirement

Entrepreneurs and business owners often face a difficult truth as their retirement age approaches—their businesses may not be able to…

5 Often-Overlooked Veterans’ Benefits
Retirement Living

5 Often-Overlooked Veterans’ Benefits

Military veterans who served even decades ago might not be aware of all the benefits available to them today. Some…

Retirement Surprises
Retirement Living

Retirement Surprises

You wouldn’t think that experts who spent their careers helping others plan their retirements could be surprised when it comes…

Long-Term Care Insurance
Retirement Living

Long-Term Care Insurance

Traditional long-term-care insurance (LTCI) has been in a long-term decline. Fewer than 50,000 policies were issued in 2020, a small…

What Happens as You Get Older
Retirement Living

What Happens as You Get Older

As a geriatrician who has spent 40 years treating older patients, Rosanne M. Leipzig, MD, PhD, hears the same question…

The Golden Age of Unretirement
Retirement Living

The Golden Age of Unretirement

Football legend Tom Brady announced his retirement in February 2022, then announced his return to the sport in March. (Update:…

Lessons From People Who Hate Retirement
Retirement Living

Lessons From People Who Hate Retirement

If you haven’t heard the stories first-hand, you probably “know somebody who knows somebody” who thought they were embarking on…

Best and Worst States for Retiree Health Care
Retirement Living

Best and Worst States for Retiree Health Care

Choosing where you will live in retirement isn’t just about picking a state with low taxes and lots of sunshine.…

Pros and Cons of Today’s Most Popular Retirement Locations
Retirement Living

Pros and Cons of Today’s Most Popular Retirement Locations

No retirement location is perfect. Be sure to take into consideration weather, economy, health services and more. Here are some popular places today—and the pros and cons.