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Information for making good decisions

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Most elderly Americans need care – from family, paid helpers, or a residential facility

Learn About Long-Term Care

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The greatest challenge in retirement planning isn’t the math.  It’s our DNA.

Learn About Behavior That Can Ruin Retirement

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There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.

Learn About Borrowing Smart

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Disability insurance can keep you afloat if you’re unable to work.

Learn About Disability Insurance

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Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...

Learn About Employer Pensions

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Know how you're taxed, how you might save, and how taxes change in retirement.

Learn About Federal Taxes

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A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.

Learn About Home Equity Loans & Lines of Credit

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401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

Learn About IRAs, 401(k)s, & 403(b)s

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Life Annuities, like Social Security, send you a check each month as long as you live.

Learn About Life Annuities

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Your family depends on the paychecks the breadwinners bring home.   So what would happen should a breadwinner die?

Learn About Life Insurance

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Retirees spend about 20% of their income on health care.  

Learn About Medical Expenses in Retirement

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Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.

Learn About Medical Insurance

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Costs often run 3-8% of the loan amount.  Some can be split with the seller or lender.  Those you pay can often be rolled into the loan.

Learn About Mortgage Closing Costs

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A relatively safe way to invest in stocks, bonds, or other investments.

Learn About Mutual Funds

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It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

Learn About Paying Off the Mortgage

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A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life.  But there are things you...

Learn About Reverse Mortgages

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Social Security provides a basic retirement income.

Learn About Social Security

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You're likely close to your peak productivity & earnings. So where do you go from here?

Learn About Strategies for Mid-Career Workers

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Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.

Learn About Strategies for Older Workers

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You'll live by the sweat of your brow from now to retirement.  Make the most of it!

Learn About Strategies for Young Workers

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A simple quiz to help you know where to get the best return on your savings.

Learn About The Best Return on Your Savings

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It's  usually your largest expense & store of wealth. If you need more income, it’s the logical place to look.

Learn About Using Your House in Retirement

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Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.

Learn About Strategies for Older Workers

Learn More

A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.

Learn About Home Equity Loans & Lines of Credit

Learn More

Life Annuities, like Social Security, send you a check each month as long as you live.

Learn About Life Annuities

Learn More

A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life.  But there are things you...

Learn About Reverse Mortgages

Learn More

Most elderly Americans need care – from family, paid helpers, or a residential facility

Learn About Long-Term Care

Learn More

Social Security provides a basic retirement income.

Learn About Social Security

Learn More

There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.

Learn About Borrowing Smart

Learn More

Retirees spend about 20% of their income on health care.  

Learn About Medical Expenses in Retirement

Learn More

The greatest challenge in retirement planning isn’t the math.  It’s our DNA.

Learn About Behavior That Can Ruin Retirement

Learn More

It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

Learn About Paying Off the Mortgage

Learn More

Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...

Learn About Employer Pensions

Learn More

Know how you're taxed, how you might save, and how taxes change in retirement.

Learn About Federal Taxes

Learn More

A simple quiz to help you know where to get the best return on your savings.

Learn About The Best Return on Your Savings

Learn More

It's  usually your largest expense & store of wealth. If you need more income, it’s the logical place to look.

Learn About Using Your House in Retirement

Learn More

A relatively safe way to invest in stocks, bonds, or other investments.

Learn About Mutual Funds