Browsing: Retirement

If you expect fabulous returns to continue, you’re likely to be disappointed. Look closely at the data and you’ll see why. By William Baldwin, Senior Contributor…

Gift tax returns could be the most misunderstood, neglected, and overlooked part of estate planning. There are many people who know estate planning quite well but…

What’s the most you can receive from Social Security? The answer is…it depends on your age, your work history, your marital status, and your retirement decisions.…

The American College of Financial Services just released its fourth Retirement Income Literacy Study. Every three years in the past decade The College has conducted a…

A new bill winding its way through Congress aims to increase retirees’ net income from Social Security by eliminating federal taxation of benefits. Unless the You’ve…

Parents have many challenges when it comes to raising their children. One of the most important is also one of the most overlooked: financial literacy. What…

Marriage is hard, and money makes it harder. Merging two lives, two beings who are always changing, is a delicate balance of individual autonomy and collective…

There seems to be a lot of confusion about whether you can pay your Medicare premiums from your health savings account (HSA). Technically, you cannot pay…

Most of today’s pre-retirees and retirees will fall short of the retirement income replacement goal that’s commonly advocated by retirement planners. According to planners, you need…

According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include your aging parent or other loved…