Money

Retirement

A whole bunch of holiday ideas from the "Friends Talk Money" podcast hosts

What employees and entrepreneurs can do to get more life in their lives

What three financial advisers suggest and how the U.S. government could help low- and moderate-income retired Americans

This month, many people who are getting their 2022 benefit letters from the SSA are finding that there will be less in their stockings than they thought. While the 5.9% Cost-of-Living benefit for Social Security retirement benefits is real, this payment can be quickly eaten up by Medicare.

I’ve owned a business for about 20 years, and time and again, I’ve learned that nothing is more critical to our success than happy and engaged employees. Here are a few ideas for how to keep your employees happy, despite the uncertainty we’re all facing during this ongoing pandemic.

Today's Social Security column addresses questions about when annual earnings limits are applied, survivor benefits after remarriage and child benefits when a parent is receiving disability benefits.

A good financial planner should be able to help you answer your various Social Security questions and find the right time for you to claim Social Security benefits.

Your personal attention to the idea of moving more can help your aging parent get past resistance to exercise. There are ways to be active for anyone, even those with limited mobility.

Irrevocable trusts can loan the settlor, beneficiary or others money. But there might be a host of tax, legal and other complications you need to address.

With an interesting, and quite possibly, profitable year in the stock market, the pressing question on everyone's mind is: What can I do with a significant capital gain? Here are four strategies and how to make the most of them.

We spend most of our working lives putting money into our retirement accounts (hopefully), but what happens when we retire? How do we turn that nest egg into income that will last at least as long as we do? Let’s take a look at some options:

The 2021 Open Enrollment Period is history.

Today's Social Security column addresses questions about how stopping working before filing might affect benefit rates, when it can be possible to begin spousal benefits on a spouse's record and becoming independently entitled to divorced spousal benefits before an ex files.

Will working past the age of 70 help you increase you Social Security Benefits? What you need to know to get the maximum Social Security benefits in retirement.

Let’s talk about the “4% rule,” originally from Bill Bengen’s seminal retirement distribution strategy research published in in 1994. It was never meant as a rule, but a backward looking finding.

If you inherit an IRA, it's important to know which rules apply to your situation if an RMD needs to be taken before the end of the year.

Planning and preparing for retirement is a lot like what Forrest Gump's mama said about a box of chocolates - "you never know what you're going to get." Here are 3 planning approaches to ensure you get the chocolate, and retirement, you want.

If you are the beneficiary of an IRA and the owner of it passes away, the IRA custodian can help you navigate the process of inheriting the IRA.

A few tips from a GenX mom who's also a financial planner

Some banks ignore the needs of their cognitively impaired aging investors by blocking access to the elder's accounts. They refuse to recognize legally authorized successor trustees to take over for the impaired bank customer.