Investing

Investments

Understanding Your Credit Score

Your credit score impacts every aspect of your financial life. Learn the basics of why it's important and how you can improve it.

Laura Richards

Investments Insurance

What Is The Future Value Formula For Annuities?

Emily Guy Birken

Investments Budgeting Insurance

How Do Annuities Work Upon Death?

Emily Guy Birken

Investments

Working in Retirement: How It Affects Social Security

Sarita Harbour

Investments

Why Should You Have an Emergency Fund?

Liz Froment

Investments

What You Should Know About Retiring During a Recession

Emily Guy Birken

Investments

What Is Annuitization?

Staff Writer

Investments Budgeting Insurance

What Is an Irrevocable Beneficiary?

Sonya Stinson

Investments Insurance

How Do Life Insurance Payouts Work?

David Rodeck

Investments Insurance

Understanding Your Life Insurance Contract

David Rodeck

Investments Insurance

Understanding the Social Security Debit Card

Sonya Stinson

Investments Insurance

Annuities: What Is an Exclusion Ratio?

Emily Guy Birken

Investments

What To Know About Joint and Survivor Annuity

Staff Writer

Investments Budgeting

5 Tips To Avoid Inheritance Disputes

Lauren Sieben

Investments

Stretch Your Dollars With 5 Tips for Low-Income Older Adults

Staff Writer

Investments

How To Identify and Avoid Email Scams

Sonya Stinson

Healthcare Investments

What Impacts Your HSA Max Contribution Every Year?

Staff Writer

Investments Insurance

How Do Discount Rates Affect the Present Value of an Annuity?

Emily Guy Birken

Investments

Who Qualifies for a Widow's Pension?

Sonya Stinson

Investments Budgeting Insurance

What Is Return of Premium in Life Insurance?

Emily Guy Birken

Investments

Understanding the Stock Market for Retirees

David Rodeck

Investments

How Often Can You Refinance Your Home?

Staff Writer

Investments

What Is Medicare Income Related Monthly Adjustment Amount (IRMAA)?

David Rodeck

Investments Insurance

What Is an Annuity Surrender Period?

Riley Adams, CPA

Investments

Social Security and Divorce: What Happens Now?

Staff Writer

Investments Budgeting

Understanding the Baby Boomer Wealth Transfer Era

Staff Writer

Investments

Does Social Security Increase with Inflation?

Liz Froment

Investments

5 Facts About Preservation of Capital

Riley Adams, CPA

Investments Insurance

Understanding a Collateral Assignment of a Life Insurance Policy

David Rodeck

Investments

Should You Combine 401(k) Accounts Nearing Retirement?

Staff Writer

Investments

How Social Security and Medicare Work Together

Emily Guy Birken

Investments

7 Things To Know About Delayed Retirement Credits

Staff Writer

Investments

A Guide to Social Security Disability Benefits

Staff Writer

Investments

How To Consolidate Multiple Retirement Accounts

David Rodeck

Investments

How To Maximize Social Security Benefits for Married Couples

David Rodeck

Investments

Charitable Gift Annuities: What You Need To Know

Sarita Harbour

Investments

Annuity Payout Options: Immediate vs. Deferred

Staff Writer

Investments Budgeting Insurance

How To Prepare for the Annual Medicare Open Enrollment Period

Deb Hipp

Investments

What Is a 457 Retirement Plan?

Riley Adams, CPA

Investments

Do You Know All The Retirement Benefits Available?

Liz Froment

Healthcare Investments Insurance

Are Medicare-Ineligible Medical Expenses Tax-Deductible?

Sonya Stinson

Investments

How Can Both Spouses Collect Social Security?

Satta Sarmah Hightower

Investments

Should You Refinance Your Mortgage Before Retirement?

Staff Writer

Investments Insurance

Medicare Advantage or Medigap: Which One Is Best for You?

Sarita Harbour

Investments Insurance

What Is Life Insurance, and How Can It Help You in Retirement?

Satta Sarmah Hightower

Investments Budgeting Insurance

Guide to Buying Life Insurance for Your Parents

Emily Guy Birken

Home Investments Budgeting Insurance Family

The Best Type of Life Insurance for Your Lifestyle

Deb Hipp

Investments

5 Retirement Credit Card Tips

Satta Sarmah Hightower

Investments Insurance

What Is a Life Insurance Premium?

Sonya Stinson

Investments Insurance

Why the Cash Surrender Value of Life Insurance Policies Matters

Riley Adams, CPA

Investments

Do Retired People Get Stimulus Checks?

Liz Froment

Investments

Understanding the Present Value vs. Future Value in Annuities

David Rodeck

Investments

Understand How The SECURE Act Aims To Improve Retirement Security

David Rodeck

Investments

Pension Plan: Risks and Alternatives

Riley Adams, CPA

Investments

Annuities vs Mutual Funds: What's the Difference?

Staff Writer

Investments

Asset Protection: What You Need to Know

Liz Froment

Healthcare Investments

Can You Have More Than One Medicare Supplement Plan?

Emily Guy Birken

Investments

What To Know Before Hiring a Retirement Financial Advisor

Sonya Stinson

Investments

6 Tips for Staying Out of Debt in Retirement

Riley Adams, CPA

Investments

How to Budget for Taxes in Retirement

Emily Guy Birken

Investments Budgeting Insurance

What Does Liquidity Refer to in a Life Insurance Policy?

Tasha Williams

Investments Budgeting Insurance

What Is Permanent Life Insurance?

Tasha Williams

Investments

IRA vs. 401(k): Which Is Right for You?

Staff Writer

Investments

When Can You Withdraw from Your 401(k)?

Riley Adams, CPA

Investments Budgeting Insurance

What Is Whole Life Insurance?

Satta Sarmah Hightower

Investments Insurance

What Is Modified Whole Life Insurance?

Liz Froment

Investments Insurance

How to Cover Life Insurance Costs in Retirement

David Rodeck

Investments Insurance

What Is a Medicare Advantage Plan?

David Rodeck

Investments

What Should a Retirement Emergency Fund Look Like?

Staff Writer

Healthcare Investments Insurance

What Is Medigap Plan F — And Who Is It Right For?

David Rodeck

Investments Budgeting Insurance Family

What Is a Life Insurance Retirement Plan (LIRP)?

David Rodeck

Investments

How to Raise Your Credit Score in Retirement

Staff Writer

Investments Budgeting Insurance Family

3 Tips for Managing Finances After the Unexpected Loss of a Loved One

Staff Writer

Investments

Retirement Myths vs. Facts: Will Social Security Run Out?

Sarita Harbour

Investments Family

What Is a Family Caregiver Tax Deduction?

Staff Writer

Home Investments

What Is a VA Loan and How Does It Work?

Lauren Sieben

Work Investments

What Is a Payroll Tax and Who Pays It?

Riley Adams, CPA

Home Investments Family

A Guide to Choosing a 55 and Over Community

Deb Hipp

Investments

What Is a Cost of Living Adjustment?

Sonya Stinson

Home Caregiving Healthcare Investments Insurance

Will Medicare Pay for Health-Related Home Renovations?

Deb Hipp

Work Home Investments

7 Jobs That Allow You To Work From Home After Retirement

Deb Hipp

Investments Budgeting Insurance

Turning 65 Soon? Here's a Quick Retirement Checklist

David Rodeck

Investments Insurance

Medigap Plans in 2022: What to Watch For in Each Plan

Sarita Harbour

Home Wellness Healthcare Investments Insurance

Planning to Retire in 5 Years? 5 Things to Start Planning Now

Emily Guy Birken

Healthcare Investments Insurance

What Are the 2022 HSA Contribution Limits?

Riley Adams, CPA

Work Home Wellness Healthcare Investments Family

5 Inspirational Retirement Quotes To Prepare You for Your Golden Years

Deb Hipp

Caregiving Healthcare Investments Insurance

5 Alternatives to Long-Term Care Insurance

Emily Guy Birken

Caregiving Healthcare Investments

4 Tips for Protecting Your Assets From Nursing Home Costs

Sonya Stinson

Work Investments

What Is an SEP-IRA?

Riley Adams, CPA

Healthcare Investments Insurance

What Is an HSA (Health Savings Account)?

David Rodeck

Investments Budgeting Family

Becoming a Financial Caregiver for Family? Here's What You Need to Know

Satta Sarmah Hightower

Home Caregiving Healthcare Investments

Your Moving to Assisted Living Checklist

Sonya Stinson

Work Caregiving Investments Family

8 Unique Retirement Challenges That Women Face

Deb Hipp

Investments

Cruising to Your Golden Years: Why Investing for Retirement Is Like Driving on a Highway

Staff Writer

Investments

How Does Inflation Rate Affect Retirement Savings?

Riley Adams, CPA

Investments

Are Your Finances Digitally Secure? Here's a Checklist to Make Sure

Sonya Stinson

Caregiving Investments Insurance Family

How the Sandwich Generation Can Plan for Retirement

Emily Guy Birken

Investments Family

How Money Secrets Can Impact Your Financial Future Together

Tasha Williams

Investments Budgeting Family

What You Need to Know About an Inherited IRA

Satta Sarmah Hightower

Investments

4 Resources for Improving Your Financial Literacy in 2021

Riley Adams, CPA

Investments Budgeting Family

What To Do If You Are a Named Beneficiary in a Will

Emily Guy Birken

Investments Budgeting Family

Protecting Your Heirs From Inheritance Theft

Emily Guy Birken

Investments Budgeting Family

How Does a Trust Fund Work, and When Should I Set One Up?

Sarita Harbour

Work Investments

Retirement Plans for Small-Business Owners and the Self-Employed

Liz Froment

Investments

7 Types of IRAs: Which Is Right for You?

Riley Adams, CPA

Home Caregiving Healthcare Investments Insurance

How Much Does Assisted Living Cost?

Emily Guy Birken

Healthcare Investments Family

End-of-Life Planning When You Don't Have Immediate Family

Lauren Sieben

Investments Insurance

What to Know Before You Buy a Variable Annuity

Sarita Harbour

Work Investments

7 Signs You're Not Ready to Retire

Liz Froment

Work Investments Insurance

How to Make Your Retirement Savings Last

David Rodeck

Home Investments

How to Find Low-Income Senior Housing in Retirement

Liz Froment

Healthcare Investments Insurance

What Is a High-Deductible Health Plan?

Staff Writer

Investments

How to Invest for Retirement With Cryptocurrency

Staff Writer

Investments

What to Know About Sustainable Investing for Retirement

Sarita Harbour

Home Wellness Healthcare Investments Insurance Family

What Does the Future of Retirement Look Like?

Staff Writer

Home Investments

What Is a Real Estate IRA, and Is It Right for You?

Riley Adams, CPA

Investments

ETFs vs. Mutual Funds: Which Is Better for Retirement Planning?

Riley Adams, CPA

Work Investments Insurance

Retirement Advice for People in Their 50s

David Rodeck

Home Healthcare Investments Insurance

Retiring Outside the United States? Here Are 5 Financial Tasks to Complete First

Sarita Harbour

Work Wellness Investments

Considering Working in Retirement? Here's What to Keep in Mind

David Rodeck

Caregiving Healthcare Investments

Are There Veterans Benefits for Assisted Living?

Deb Hipp

Home Wellness Healthcare Investments

Stress and Aging: How to Relieve Stress in Retirement

Sarita Harbour

Healthcare Investments Insurance

Can You Opt Out of the Washington Long-Term Care Trust Act?

Riley Adams, CPA

Healthcare Investments Insurance

What Is the Washington State Long-Term Care Trust Act?

Riley Adams, CPA

Investments

The Pros and Cons of Annuities in 2021

Satta Sarmah Hightower

Investments

When Can You Withdraw From a Roth IRA?

Staff Writer

Investments

How the Maximum 401(k) Contribution Can Boost Your Retirement Savings

Tasha Williams

Home Investments Insurance

5 Ways to Downsize Your Home Insurance Premium Without Having to Move

Emily Guy Birken

Work Investments

5 Common Part-Time Jobs for Retirees

Laura Richards

Healthcare Investments Insurance

10 Common Retirement Terms Made Simple

Staff Writer

Investments Budgeting Insurance Family

Annuity vs. Life Insurance: What's Right for You?

Sonya Stinson

Wellness Investments Insurance

How to Become Financially Literate in Retirement

Sarita Harbour

Home Healthcare Investments Budgeting

Retiring Single? What You Need to Know for a Successful Retirement

Sarita Harbour

Work Home Investments

10 Financial Retirement Strategies by Age Group

Sonya Stinson

Work Investments

Self-Employed Retirement Planning: Options for Building Your Retirement Savings

Sarita Harbour

Investments

How to Identify and Deal With Medicare and Social Security Scam Calls

Emily Guy Birken

Investments

How to Find Your Full Retirement Age — and What It Means for Your Retirement

Liz Froment

Home Wellness Investments

5 Lessons We Can Learn From Insightful Retirement Quotes

Deb Hipp

Home Investments

Thinking About Moving? Consider These Retirement-Friendly States

Deb Hipp

Investments Budgeting Insurance Family

What Are the Different Annuity Payout Options?

Tasha Williams

Investments Budgeting Family

How to Open a 529 Savings Plan for Your Grandchildren

Staff Writer

Healthcare Investments Insurance

What Income Is Used to Determine Medicare Premiums?

Liz Froment

Investments

When (and Why) to Consider a Roth IRA Conversion

Riley Adams, CPA

Investments Budgeting

How Do Pensions Work Before and During Retirement?

Staff Writer

Healthcare Investments Insurance

3 Retirement Risks You Should Be Prepared For

Emily Guy Birken

Home Wellness Investments

What to Know About Early Retirement During COVID-19

Sarita Harbour

Investments

If You're Facing Long-Term Unemployment, Should You Consider Retirement?

David Rodeck

Wellness Caregiving Investments Family

How to Balance Priorities as a Member of the Sandwich Generation

Deb Hipp

Investments

How to Protect Your Retirement From Investment Fraud

Sarita Harbour

Work Home Healthcare Investments Insurance

5 Things to Get Ahead of Before Retiring in 2021

Satta Sarmah Hightower

Home Investments

6 Most Tax-Friendly States for Retirees

Riley Adams, CPA

Investments Budgeting

When to Start Collecting Social Security Benefits

David Rodeck

Investments

4 Tips for Navigating Taxes in Retirement

Staff Writer

Investments

What Is Tax-Efficient Investing and Is It Right for You?

Satta Sarmah Hightower

Investments

A Tax Day 2021 Checklist for Retirees

Riley Adams, CPA

Investments Insurance

Are Annuities Taxable? Here's What You Need to Know

Carlos Dias Jr.

Investments Family

When to Consider a Nondurable Power of Attorney

Staff Writer

Wellness Healthcare Investments Budgeting

A Playbook for Navigating Challenges in Retirement

Lauren Sieben

Investments Budgeting Insurance Family

Who Needs Life Insurance? 4 Reasons to Consider a Policy

Liz Froment

Investments

Simple Retirement Investment Strategies to Optimize Your Financial Plans

Riley Adams, CPA

Investments

Options for Building Your Retirement Savings Without a 401(k)

Carlos Dias Jr.

Home Investments

What Is a Reverse Mortgage Loan?

Riley Adams, CPA

Investments Budgeting

Setting Up a Power of Attorney for an Elderly Parent

Satta Sarmah Hightower

Investments

What Is a Tax-Deferred Annuity?

Riley Adams, CPA

Investments

Do You Pay Taxes on Pension Income?

Riley Adams, CPA

Investments

Why and How to Sell Annuity Payments for Income

Tasha Williams

Wellness Healthcare Investments

Answers to 6 of the Most Common Retirement Questions

Deb Hipp

Investments

The Best Ways to Invest for Retirement

Sarita Harbour

Investments

How to Plan for Retirement in the Era of COVID-19

Satta Sarmah Hightower

Investments

How Does a 401(k) Work When You Retire?

Carlos Dias Jr.

Home Investments Family

3 Important Considerations When Downsizing for Retirement

Lauren Sieben

Healthcare Investments Insurance

What Is Disability Insurance and Why Might You Need It?

Sonya Stinson

Healthcare Investments

4 Common Retirement Mistakes and How to Avoid Them

Lauren Sieben

Investments

Does Working After Full Retirement Age Increase Social Security Benefits?

David Rodeck

Healthcare Investments Insurance

When Can I Change My Medicare Supplement Insurance Plan?

David Rodeck

Healthcare Investments Budgeting

Durable Power of Attorney: What You Need to Know

Liz Froment

Investments

How to Find the Present Value of an Annuity

Emily Guy Birken

Caregiving Healthcare Investments Insurance

How Does Short-Term Care Insurance Differ From Long-Term Care Insurance?

Sonya Stinson

Investments

3 Strategies to Improve Your Retirement Income Planning

Tony Alvarez

Investments Insurance

4 Things to Do When You Retire to Help Ensure Financial Security

Satta Sarmah Hightower

Healthcare Investments Insurance

4 Types of Insurance You Should Consider When Entering Retirement

J.D. Osterhouse

Healthcare Investments Insurance

Do You Need Supplemental Insurance With Medicare?

Carlos Dias Jr.

Healthcare Investments Insurance

How to Choose a Medicare Advantage Plan

Liz Froment

Investments

What Is a Qualified Retirement Plan vs. a Non-Qualified Retirement Plan?

Emily Guy Birken

Investments

What Is an IRA and How Does It Work?

Riley Adams, CPA

Healthcare Investments Insurance

What Is Medicare Supplement Insurance (Medigap)?

David Rodeck

Healthcare Investments Insurance

What Is the Difference Between Medicare Advantage and Medicare Supplement Insurance?

Liz Froment

Investments

What Is the SECURE Act and How Does It Affect You?

Satta Sarmah Hightower

Healthcare Investments Insurance

When Are You Eligible for Medicare?

Sonya Stinson

Home Investments Family

Your Retirement Checklist: 7 Ways to Prepare for a Secure and Fulfilling Retirement

Sarita Harbour

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This material provides general information about the described insurance product(s) for educational purposes only. This is not intended as investment advice or to recommend the insurance product(s). The Center for a Secure Retirement does not provide legal or tax advice. Each individual should seek specific advice from their own tax or legal advisors.

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