Tag Archives: retirement

Building Confidence in Your Strategy for Retirement

Worker confidence seems to be on the rise, while retiree confidence is on the decline. A deeper dive into the research reveals lessons and tips that can help you build your own retirement planning confidence.

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Have You Made Any of These Financial Mistakes?

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes?

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Marriage and Money: Taking a Team Approach to Retirement

Even when most of a married couple’s retirement assets reside in different accounts, it’s still possible to craft a unified retirement strategy. To make it work, open communication and teamwork are especially important when it comes to saving and investing for retirement.

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Protect Your Heirs by Naming a Trust as IRA Beneficiary

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary.

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Quiz: Can You Answer These Social Security Benefit Questions?

Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more.

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Four Points to Consider When Setting a Retirement Income Goal

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. We provide four considerations to help you get started.

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Will a Government Pension Reduce My Social Security Benefits?

If you earned a government pension from a job not subject to Social Security tax withholding (“noncovered employment”) and are also eligible for Social Security benefits through a job where Social Security taxes were withheld, two provisions might reduce your benefits.

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Four Tips for Downsizing in Retirement

It may sound like a daunting and emotionally draining task, but downsizing could be a savvy financial move, especially if you haven’t reached your retirement savings goals.

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Take One Simple Step to Protect Yourself From Social Security Benefits Fraud

Imagine someone applying for – and receiving – your Social Security benefits before you do. Think it can’t happen? Think again. Welcome to the disturbing world of identity theft in 2018.

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