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 | Mar 23, 2023

Investments Insurance

What Is The Future Value Formula For Annuities?

Emily Guy Birken | Jan 25, 2023

Investments Budgeting Insurance

How Do Annuities Work Upon Death?

Emily Guy Birken | Jan 13, 2023

Investments

Working in Retirement: How It Affects Social Security

Sarita Harbour | Jan 11, 2023

An older couple relaxing in the kitchen.

Investments

Why Should You Have an Emergency Fund?

Liz Froment | Jan 09, 2023

Investments

What You Should Know About Retiring During a Recession

Emily Guy Birken | Jan 06, 2023

Investments

What Is Annuitization?

Staff Writer | Jan 04, 2023

Investments Budgeting Insurance

What Is an Irrevocable Beneficiary?

Sonya Stinson | Jan 02, 2023

Investments Insurance

How Do Life Insurance Payouts Work?

David Rodeck | Dec 30, 2022

An older couple reviews a life insurance contract.

Investments Insurance

Understanding Your Life Insurance Contract

David Rodeck | Dec 28, 2022

Investments Insurance

Understanding the Social Security Debit Card

Sonya Stinson | Dec 26, 2022

Investments Insurance

Annuities: What Is an Exclusion Ratio?

Emily Guy Birken | Dec 21, 2022

Investments

What To Know About Joint and Survivor Annuity

Staff Writer | Dec 14, 2022

Investments Budgeting

5 Tips To Avoid Inheritance Disputes

Lauren Sieben | Dec 09, 2022

Investments

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

Staff Writer | Nov 28, 2022

Investments

How To Identify and Avoid Email Scams

Sonya Stinson | Nov 25, 2022

Healthcare Investments

What Impacts Your HSA Max Contribution Every Year?

Staff Writer | Nov 21, 2022

A smiling senior man looks at his computer.

Investments Insurance

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

Emily Guy Birken | Nov 11, 2022

Investments

Who Qualifies for a Widow's Pension?

Sonya Stinson | Nov 04, 2022

Investments Budgeting Insurance

What Is Return of Premium in Life Insurance?

Emily Guy Birken | Oct 31, 2022

Investments

Understanding the Stock Market for Retirees

David Rodeck | Oct 28, 2022

An older couple smiles at each other in their kitchen.

Investments

How Often Can You Refinance Your Home?

Staff Writer | Oct 24, 2022

A couple relaxes on a boat after having found a strategy to reduce their IRMAA bill.

Investments

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

David Rodeck | Oct 19, 2022

A person reviewing annuity papers with calculator.

Investments Insurance

What Is an Annuity Surrender Period?

Riley Adams, CPA | Oct 17, 2022

A smiling senior woman writes in a notebook.

Investments

Social Security and Divorce: What Happens Now?

Staff Writer | Sep 28, 2022

A senior man and his adult son laugh together.

Investments Budgeting

Understanding the Baby Boomer Wealth Transfer Era

Staff Writer | Sep 21, 2022

A smiling senior couple looking down at paperwork.

Investments

Does Social Security Increase with Inflation?

Liz Froment | Sep 09, 2022

Investments

5 Facts About Preservation of Capital

Riley Adams, CPA | Sep 02, 2022

A couple speaks with a broker about a collateral assignment for a loan.

Investments Insurance

Understanding a Collateral Assignment of a Life Insurance Policy

David Rodeck | Aug 29, 2022

A woman wearing headphones takes notes while looking at her computer.

Investments

Should You Combine 401(k) Accounts Nearing Retirement?

Staff Writer | Aug 26, 2022

Investments

How Social Security and Medicare Work Together

Emily Guy Birken | Aug 22, 2022

Investments

7 Things To Know About Delayed Retirement Credits

Staff Writer | Aug 17, 2022

An insurance agent helps a person qualify for Social Security disability insurance.

Investments

A Guide to Social Security Disability Benefits

Staff Writer | Aug 15, 2022

A couple looks at retirement account paperwork together.

Investments

How To Consolidate Multiple Retirement Accounts

David Rodeck | Aug 05, 2022

A couple crunches the numbers to figure out when to start their Social Security benefits.

Investments

How To Maximize Social Security Benefits for Married Couples

David Rodeck | Aug 03, 2022

Investments

Charitable Gift Annuities: What You Need To Know

Sarita Harbour | Jul 20, 2022

An older couple looks at paperwork together.

Investments

Annuity Payout Options: Immediate vs. Deferred

Staff Writer | Jul 11, 2022

Investments Budgeting Insurance

What Is Term Life Insurance?

Emily Guy Birken | Jul 06, 2022

A senior woman reviews open enrollment paperwork.

Investments Insurance

How To Prepare for the Annual Medicare Open Enrollment Period

Deb Hipp | Jul 06, 2022

Investments

What Is a 457 Retirement Plan?

Riley Adams, CPA | Jul 04, 2022

A smiling grandfather being hugged by his grandson.

Investments

Do You Know All The Retirement Benefits Available?

Liz Froment | Jul 01, 2022

A senior man writes in a notebook while on his laptop.

Healthcare Investments Insurance

Are Medicare-Ineligible Medical Expenses Tax-Deductible?

Sonya Stinson | Jun 22, 2022

An older couple sits on a bench outside.

Investments

How Can Both Spouses Collect Social Security?

Satta Sarmah Hightower | Jun 17, 2022

A couple reviews their Social Security statement to prepare for taxes.

Investments

Should You Refinance Your Mortgage Before Retirement?

Staff Writer | Jun 10, 2022

An older man in a wheelchair consulting with a health care provider

Investments Insurance

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

Sarita Harbour | May 30, 2022

Smiling grandparents and two grandchildren.

Investments Insurance

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

Satta Sarmah Hightower | May 25, 2022

A smiling mother and daughter look at life insurance policies together.

Investments Budgeting Insurance

Guide to Buying Life Insurance for Your Parents

Emily Guy Birken | Apr 25, 2022

An older couple at a laptop searches for the best type of life insurance.

Home Investments Budgeting Insurance Family

The Best Type of Life Insurance for Your Lifestyle

Deb Hipp | Apr 20, 2022

A man uses his credit card to purchase something on his phone.

Investments

5 Retirement Credit Card Tips

Satta Sarmah Hightower | Apr 19, 2022

Investments Insurance

What Is a Life Insurance Premium?

Sonya Stinson | Apr 17, 2022

Investments Insurance

Why the Cash Surrender Value of Life Insurance Policies Matters

Riley Adams, CPA | Apr 17, 2022

Investments

Do Retired People Get Stimulus Checks?

Liz Froment | Apr 17, 2022

A woman writes on a piece of paper to calculate the future value of her annuity.

Investments

Understanding the Present Value vs. Future Value in Annuities

David Rodeck | Apr 16, 2022

A couple review their taxes with a financial professional.

Investments

Understand How The SECURE Act Aims To Improve Retirement Security

David Rodeck | Apr 15, 2022

Investments

Pension Plan: Risks and Alternatives

Riley Adams, CPA | Apr 08, 2022

A piggy bank in the foreground next to a stack of coins with a person using a calculator.

Investments

Annuities vs Mutual Funds: What's the Difference?

Staff Writer | Apr 06, 2022

A senior man explores asset protection plans on his computer.

Investments

Asset Protection: What You Need to Know

Liz Froment | Apr 01, 2022

A calculator and stethoscope sit on top of health care insurance forms.

Healthcare Investments

Can You Have More Than One Medicare Supplement Plan?

Emily Guy Birken | Mar 30, 2022

An older couple meeting with a retirement financial advisor who's writing an agreement on clipboard.

Investments

What To Know Before Hiring a Retirement Financial Advisor

Sonya Stinson | Mar 25, 2022

Investments

6 Tips for Staying Out of Debt in Retirement

Riley Adams, CPA | Mar 21, 2022

A person doing their taxes with a calculator, laptop, papers and pen.

Investments

How to Budget for Taxes in Retirement

Emily Guy Birken | Mar 18, 2022

A business person in a suit flips through various insurance papers.

Investments Budgeting Insurance

What Does Liquidity Refer to in a Life Insurance Policy?

Tasha Williams | Mar 16, 2022

A couple reviews their life insurance policies

Investments Budgeting Insurance

What Is Permanent Life Insurance?

Tasha Williams | Mar 14, 2022

A couple meets with their financial advisor to discuss the pros and cons of an IRA vs. 401(k).

Investments

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

Staff Writer | Mar 11, 2022

Investments

When Can You Withdraw from Your 401(k)?

Riley Adams, CPA | Mar 07, 2022

A person filling out whole life insurance forms with a pen.

Investments Budgeting Insurance

What Is Whole Life Insurance?

Satta Sarmah Hightower | Mar 02, 2022

A cheerful family on living room couch tickling each other and laughing happily.

Investments Insurance

What Is Modified Whole Life Insurance?

Liz Froment | Feb 25, 2022

Two grandparents sit with their smiling two grandkids.

Investments Insurance

How to Cover Life Insurance Costs in Retirement

David Rodeck | Feb 23, 2022

A couple reads papers that explain a Medicare Advantage plan.

Investments Insurance

What Is a Medicare Advantage Plan?

David Rodeck | Feb 22, 2022

Investments

What Should a Retirement Emergency Fund Look Like?

Staff Writer | Feb 16, 2022

A doctor shows a senior patient his health information on a digital tablet.

Healthcare Investments Insurance

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

David Rodeck | Feb 07, 2022

A senior couple laughing while playing with their grandchild.

Investments Budgeting Insurance Family

What Is a Life Insurance Retirement Plan (LIRP)?

David Rodeck | Feb 02, 2022

Woman wearing glasses using a credit card on her computer.

Investments

How to Raise Your Credit Score in Retirement

Staff Writer | Jan 31, 2022

A woman speaks with a financial advisor on the phone after the unexpected loss of a loved one.

Investments Budgeting Insurance Family

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

Staff Writer | Jan 26, 2022

A retired couple laughs while managing their finances on a laptop.

Investments

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

Sarita Harbour | Jan 24, 2022

A caregiver feeding an elderly person with a spoon.

Investments Family

What Is a Family Caregiver Tax Deduction?

Staff Writer | Jan 18, 2022

A senior couple discusses their finances and VA loan options.

Home Investments

What Is a VA Loan and How Does It Work?

Lauren Sieben | Jan 17, 2022

A senior couple looking at their paychecks and calculating payroll taxes.

Work Investments

What Is a Payroll Tax and Who Pays It?

Riley Adams, CPA | Jan 10, 2022

A group of older adults laughing while playing golf in a 55 and over community.

Home Investments Family

A Guide to Choosing a 55 and Over Community

Deb Hipp | Dec 29, 2021

An older couple drinking coffee outside and smiling at each other.

Investments

What Is a Cost of Living Adjustment?

Sonya Stinson | Dec 22, 2021

A senior couple talks about health-related home renovations in their living room.

Home Caregiving Healthcare Investments Insurance

Will Medicare Pay for Health-Related Home Renovations?

Deb Hipp | Dec 08, 2021

A senior woman works remotely on her laptop from home.

Work Home Investments

7 Jobs That Allow You To Work From Home After Retirement

Deb Hipp | Nov 24, 2021

A woman celebrates her birthday with friends and family.

Investments Budgeting Insurance

Turning 65 Soon? Here's a Quick Retirement Checklist

David Rodeck | Nov 22, 2021

A medical professional wearing a mask talks to a senior patient wearing a mask.

Investments Insurance

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

Sarita Harbour | Nov 16, 2021

An older couple looks at a laptop computer while planning for retirement.

Home Wellness Healthcare Investments Insurance

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

Emily Guy Birken | Nov 12, 2021

A senior couple looks up the new 2022 HSA contribution limits on a tablet in their living room.

Healthcare Investments Insurance

What Are the 2022 HSA Contribution Limits?

Riley Adams, CPA | Nov 05, 2021

Three laughing seniors enjoy some free time in retirement.

Work Home Wellness Healthcare Investments Family

5 Inspirational Retirement Quotes To Prepare You for Your Golden Years

Deb Hipp | Oct 29, 2021

A long-term care nurse assists a senior with a walker.

Caregiving Healthcare Investments Insurance

5 Alternatives to Long-Term Care Insurance

Emily Guy Birken | Oct 28, 2021

A nurse takes the blood pressure of a senior man.

Caregiving Healthcare Investments

4 Tips for Protecting Your Assets From Nursing Home Costs

Sonya Stinson | Oct 26, 2021

A man smiles while he talks on the phone and sets up his SEP-IRA account.

Work Investments

What Is an SEP-IRA?

Riley Adams, CPA | Oct 19, 2021

A senior reviews her health care expenses on her phone while managing her HSA.

Healthcare Investments Insurance

What Is an HSA (Health Savings Account)?

David Rodeck | Oct 15, 2021

An adult child assists her aging parent with financial documents.

Investments Budgeting Family

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

Satta Sarmah Hightower | Oct 13, 2021

A happy senior couple among moving boxes in a home.

Home Caregiving Healthcare Investments

Your Moving to Assisted Living Checklist

Sonya Stinson | Oct 11, 2021

Four happy adult women walk together in a sunny field.

Work Caregiving Investments Family

8 Unique Retirement Challenges That Women Face

Deb Hipp | Oct 07, 2021

An aerial timelapse shot of a highway with cars driving in multiple lanes.

Investments

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

Staff Writer | Oct 05, 2021

A senior couple plans their retirement savings by considering inflation.

Investments

How Does Inflation Rate Affect Retirement Savings?

Riley Adams, CPA | Oct 04, 2021

A senior uses a laptop to check on his financial accounts.

Investments

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

Sonya Stinson | Sep 29, 2021

A multigenerational family laughs together on a couch.

Caregiving Investments Insurance Family

How the Sandwich Generation Can Plan for Retirement

Emily Guy Birken | Sep 28, 2021

A couple discusses their retirement plans with a financial advisor.

Investments Family

How Money Secrets Can Impact Your Financial Future Together

Tasha Williams | Sep 27, 2021

An adult couple meets with their financial advisor to discuss an inherited IRA.

Investments Budgeting Family

What You Need to Know About an Inherited IRA

Satta Sarmah Hightower | Sep 24, 2021

An adult man with a laptop and papers in a home office.

Investments

4 Resources for Improving Your Financial Literacy in 2021

Riley Adams, CPA | Sep 23, 2021

A lawyer speaks with a couple about being a named beneficiary in a will.

Investments Budgeting Family

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

Emily Guy Birken | Sep 22, 2021

A lawyer speaking with a senior couple about how to prevent inheritance theft.

Investments Budgeting Family

Protecting Your Heirs From Inheritance Theft

Emily Guy Birken | Sep 20, 2021

A senior couple sits on a couch with a laptop to discuss setting up a trust fund.

Investments Budgeting Family

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

Sarita Harbour | Sep 17, 2021

A woman business owner looks out the window in her company's stockroom.

Work Investments

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

Liz Froment | Sep 16, 2021

A senior couple reviews financial documents related to their individual retirement accounts.

Investments

7 Types of IRAs: Which Is Right for You?

Riley Adams, CPA | Sep 15, 2021

A nurse talks to a senior retiree in an assisted living facility while sitting on a couch.

Home Caregiving Healthcare Investments Insurance

How Much Does Assisted Living Cost?

Emily Guy Birken | Sep 14, 2021

A senior reviews legal documents during the end-of-life planning process.

Healthcare Investments Family

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

Lauren Sieben | Sep 10, 2021

A senior woman uses her laptop for retirement planning.

Investments Insurance

What to Know Before You Buy a Variable Annuity

Sarita Harbour | Sep 09, 2021

A couple reviews financial documents while planning for retirement.

Work Investments

7 Signs You're Not Ready to Retire

Liz Froment | Sep 08, 2021

A couple reviews their retirement savings with a financial advisor.

Work Investments Insurance

How to Make Your Retirement Savings Last

David Rodeck | Sep 03, 2021

A senior couple looks out the window in their new low-income housing.

Home Investments

How to Find Low-Income Senior Housing in Retirement

Liz Froment | Sep 01, 2021

A woman researches high-deductible health plans on her laptop while sitting on a couch.

Healthcare Investments Insurance

What Is a High-Deductible Health Plan?

Staff Writer | Aug 31, 2021

A senior businessman checks his investment portfolio and cryptocurrency accounts on his phone.

Investments

How to Invest for Retirement With Cryptocurrency

Staff Writer | Aug 24, 2021

A senior couple discusses sustainable investing with a financial advisor.

Investments

What to Know About Sustainable Investing for Retirement

Sarita Harbour | Aug 16, 2021

A senior couple laughs together while another couple relaxes in the background.

Home Wellness Healthcare Investments Insurance Family

What Does the Future of Retirement Look Like?

Staff Writer | Aug 11, 2021

A senior woman on a laptop researches her options for investing in a real estate IRA.

Home Investments

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

Riley Adams, CPA | Aug 09, 2021

A woman checks her investment portfolio on her mobile phone.

Investments

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

Riley Adams, CPA | Aug 06, 2021

Work Investments Insurance

Retirement Advice for People in Their 50s

David Rodeck | Aug 04, 2021

A senior couple smiling in front of the ocean.

Home Healthcare Investments Insurance

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

Sarita Harbour | Aug 02, 2021

A senior woman on the phone at her part-time job.

Work Wellness Investments

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

David Rodeck | Jul 30, 2021

A nurse helps a senior man get out of bed in an assisted living facility.

Caregiving Healthcare Investments

Are There Veterans Benefits for Assisted Living?

Deb Hipp | Jul 21, 2021

A group of retirees practices yoga during an outdoor class.

Home Wellness Healthcare Investments

Stress and Aging: How to Relieve Stress in Retirement

Sarita Harbour | Jul 12, 2021

A senior couple discusses long-term care insurance options with an advisor.

Healthcare Investments Insurance

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

Riley Adams, CPA | Jul 06, 2021

A senior couple discusses their retirement planning with an advisor.

Healthcare Investments Insurance

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

Riley Adams, CPA | Jul 06, 2021

A senior woman uses a laptop to review her financial plans.

Investments

The Pros and Cons of Annuities in 2021

Satta Sarmah Hightower | Jul 02, 2021

Investments

When Can You Withdraw From a Roth IRA?

Staff Writer | Jun 30, 2021

Investments

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

Tasha Williams | Jun 04, 2021

A senior couple laughs while preparing a meal in their home.

Home Investments Insurance

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

Emily Guy Birken | May 30, 2021

Three senior dog walkers walk small dogs in a park.

Work Investments

5 Common Part-Time Jobs for Retirees

Laura Richards | May 28, 2021

A senior couple talks while managing their finances on a laptop.

Healthcare Investments Insurance

10 Common Retirement Terms Made Simple

Staff Writer | May 21, 2021

Investments Budgeting Insurance Family

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

Sonya Stinson | May 11, 2021

A senior and his adult son discuss financial planning for retirement in a home office.

Wellness Investments Insurance

How to Become Financially Literate in Retirement

Sarita Harbour | May 11, 2021

A senior woman walks her dog in a field.

Home Healthcare Investments Budgeting

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

Sarita Harbour | May 11, 2021

A happy couple plans their savings by following smart retirement strategies.

Work Home Investments

10 Financial Retirement Strategies by Age Group

Sonya Stinson | May 07, 2021

A self-employed woman talks on the phone about her retirement planning.

Work Investments

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

Sarita Harbour | May 05, 2021

A senior woman listens to a Social Security scam call.

Investments

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

Emily Guy Birken | May 03, 2021

A senior couple reviews financial documents while determining their full retirement age.

Investments

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

Liz Froment | Apr 26, 2021

A happy senior couple walks together outside.

Home Wellness Investments

5 Lessons We Can Learn From Insightful Retirement Quotes

Deb Hipp | Apr 23, 2021

A happy retired couple rides bicycles along a paved path in a park.

Home Investments

Thinking About Moving? Consider These Retirement-Friendly States

Deb Hipp | Apr 19, 2021

A senior man uses a laptop for research on annuity payout options.

Investments Budgeting Insurance Family

What Are the Different Annuity Payout Options?

Tasha Williams | Apr 19, 2021

Two grandparents read to their granddaughter.

Investments Budgeting Family

How to Open a 529 Savings Plan for Your Grandchildren

Staff Writer | Apr 16, 2021

A senior man reviews documents while paying his monthly Medicare premiums.

Healthcare Investments Insurance

What Income Is Used to Determine Medicare Premiums?

Liz Froment | Apr 16, 2021

Investments

When (and Why) to Consider a Roth IRA Conversion

Riley Adams, CPA | Apr 16, 2021

An older couple sits on a dock at the edge of a lake.

Investments Budgeting

How Do Pensions Work Before and During Retirement?

Staff Writer | Apr 15, 2021

Woman seated at her desk with a laptop, taking notes with a pen.

Healthcare Investments Insurance

3 Retirement Risks You Should Be Prepared For

Emily Guy Birken | Apr 14, 2021

A retired couple wearing face masks while shopping for groceries.

Home Wellness Investments

What to Know About Early Retirement During COVID-19

Sarita Harbour | Apr 14, 2021

A thoughtful senior woman looks out the window while sitting on her living room couch.

Investments

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

David Rodeck | Apr 11, 2021

A sandwich generation caregiver sits with her aging parents, partner and newborn child.

Wellness Caregiving Investments Family

How to Balance Priorities as a Member of the Sandwich Generation

Deb Hipp | Apr 06, 2021

Investments

How to Protect Your Retirement From Investment Fraud

Sarita Harbour | Mar 23, 2021

A senior couple walks outdoors while contemplating challenges in retirement.

Work Home Healthcare Investments Insurance

5 Things to Get Ahead of Before Retiring in 2021

Satta Sarmah Hightower | Mar 22, 2021

A senior couple packs up boxes in their kitchen before relocating in retirement.

Home Investments

6 Most Tax-Friendly States for Retirees

Riley Adams, CPA | Mar 19, 2021

Investments Budgeting

When to Start Collecting Social Security Benefits

David Rodeck | Mar 18, 2021

A senior couple reads financial documents to help manage taxes in retirement.

Investments

4 Tips for Navigating Taxes in Retirement

Staff Writer | Mar 16, 2021

A happy older couple signing financial papers in their kitchen.

Investments

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

Satta Sarmah Hightower | Mar 08, 2021

A retired couple reviews financial documents before filing taxes for Tax Day 2021.

Investments

A Tax Day 2021 Checklist for Retirees

Riley Adams, CPA | Mar 04, 2021

An older couple sits at a table with a laptop and financial documents.

Investments Insurance

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

Carlos Dias Jr. | Feb 28, 2021

An elderly couple reviews a nondurable power of attorney on a tablet while sitting on a bench.

Investments Family

When to Consider a Nondurable Power of Attorney

Staff Writer | Feb 26, 2021

Wellness Healthcare Investments Budgeting

A Playbook for Navigating Challenges in Retirement

Lauren Sieben | Feb 22, 2021

A pensive woman stands against a wall while looking out the window and sipping from a mug.

Investments Budgeting Insurance Family

Who Needs Life Insurance? 4 Reasons to Consider a Policy

Liz Froment | Feb 17, 2021

Investments

Simple Retirement Investment Strategies to Optimize Your Financial Plans

Riley Adams, CPA | Feb 11, 2021

A couple uses a laptop to check on their retirement savings.

Investments

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

Carlos Dias Jr. | Feb 08, 2021

A senior couple stands on the front porch of their home.

Home Investments

What Is a Reverse Mortgage Loan?

Riley Adams, CPA | Feb 03, 2021

Investments Budgeting

Setting Up a Power of Attorney for an Elderly Parent

Satta Sarmah Hightower | Feb 02, 2021

A retired couple uses a calculator while reviewing tax-deferred annuity options.

Investments

What Is a Tax-Deferred Annuity?

Riley Adams, CPA | Feb 01, 2021

Investments

Do You Pay Taxes on Pension Income?

Riley Adams, CPA | Jan 29, 2021

Investments

Why and How to Sell Annuity Payments for Income

Tasha Williams | Jan 25, 2021

A senior couple consults a financial planner about their retirement questions.

Wellness Healthcare Investments

Answers to 6 of the Most Common Retirement Questions

Deb Hipp | Jan 19, 2021

Investments

The Best Ways to Invest for Retirement

Sarita Harbour | Jan 18, 2021

A retired couple walks on the beach while wearing face masks.

Investments

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

Satta Sarmah Hightower | Jan 14, 2021

A senior couple with a computer and documents planning for retirement.

Investments

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

Carlos Dias Jr. | Jan 13, 2021

An older couple packs moving boxes in a living room while downsizing for retirement.

Home Investments Family

3 Important Considerations When Downsizing for Retirement

Lauren Sieben | Jan 12, 2021

A woman assists her senior parent who is in a wheelchair while enjoying the outdoors.

Healthcare Investments Insurance

What Is Disability Insurance and Why Might You Need It?

Sonya Stinson | Jan 11, 2021

Healthcare Investments

4 Common Retirement Mistakes and How to Avoid Them

Lauren Sieben | Jan 05, 2021

An older man works on a laptop while sitting in an outdoor patio.

Investments

Does Working After Full Retirement Age Increase Social Security Benefits?

David Rodeck | Jan 04, 2021

A senior couple researches Medicare Supplement insurance plans on a laptop.

Healthcare Investments Insurance

When Can I Change My Medicare Supplement Insurance Plan?

David Rodeck | Dec 29, 2020

Healthcare Investments Budgeting

Durable Power of Attorney: What You Need to Know

Liz Froment | Dec 23, 2020

A happy older couple discusses annuity options while sitting in the living room.

Investments

What Is an Indexed Annuity?

Tasha Williams | Dec 21, 2020

A woman calculates the present value of an annuity on a tablet.

Investments

How to Find the Present Value of an Annuity

Emily Guy Birken | Dec 16, 2020

A health care worker performs a home visit with an older patient.

Caregiving Healthcare Investments Insurance

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

Sonya Stinson | Dec 14, 2020

A grandfather and grandchild play in the grass.

Investments

3 Strategies to Improve Your Retirement Income Planning

Tony Alvarez | Dec 14, 2020

Rebalancing your retirement portfolio and reducing expenses are just a couple of the things to do when you retire to be more financially secure.

Investments Insurance

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

Satta Sarmah Hightower | Dec 14, 2020

First-person view of someone on a narrow canopy walkway in a forest with safety nets on both sides.

Healthcare Investments Insurance

4 Types of Insurance You Should Consider When Entering Retirement

J.D. Osterhouse | Dec 14, 2020

Healthcare Investments Insurance

Do You Need Supplemental Insurance With Medicare?

Carlos Dias Jr. | Dec 14, 2020

Illustration of a senior couple comparing Medicare Advantage plans in folders on a table.

Healthcare Investments Insurance

How to Choose a Medicare Advantage Plan

Liz Froment | Dec 14, 2020

Investments

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

Emily Guy Birken | Dec 14, 2020

A senior couple uses a laptop to help plan their retirement savings.

Investments

What Is an IRA and How Does It Work?

Riley Adams, CPA | Dec 14, 2020

Healthcare Investments Insurance

What Is Medicare Supplement Insurance (Medigap)?

David Rodeck | Dec 14, 2020

Healthcare Investments Insurance

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

Liz Froment | Dec 14, 2020

Investments

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

Satta Sarmah Hightower | Dec 14, 2020

Healthcare Investments Insurance

When Are You Eligible for Medicare?

Sonya Stinson | Dec 14, 2020

A happy retired couple sitting on bench enjoying the city.

Home Investments Family

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

Sarita Harbour | Dec 14, 2020

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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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