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Retirement

Retirements Are Long & Depend on How Well You Prepare

How-To

You can have your cake, eat it, or do a bit of both.

How To Use Your Savings in Retirement

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

Learn About Medical Expenses in Retirement

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Get what you need, without out-living your savings.

Figure Out How to Get Income from Retirement Savings

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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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Social Security provides a basic retirement income.

Learn About Social Security

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

Learn About Life Annuities

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

Learn About Long-Term Care

How-To

If trust and expertise is what you want, here's how to find a planner that fits the bill.

How To Pick a Financial Planner

How-To

Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.

How To Open An IRA Account

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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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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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Retirement planner if you're approaching retirement.

Figure Out a Retirement Plan (if 50 or over)