Preparing for retirement is complex for many reasons. With improved medical care, a person retiring today at typical retirement age may need their savings to last 30 years or more, making it necessary for retirement funds to sustain a longer life span. There are...
A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years. At the same time, 33% were not confident.1Congress in 2001 passed a law that can help older workers make up for lost time. But...
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to segment your...
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Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things...
