Latest Articles
Retirement Red Zone (2)61 Articles
Tue, Aug 6, 2024
Can I Work While Receiving Social Security?
Many near-retirees become eligible for Social Security benefits while they’re still working. Should you start taking your benefits now? Or should you wait? Consider these factors and strategies to help maximize your income.
Tue, Jul 23, 2024
The Importance of Planning and Investing in Your 60s
Life expectancy is higher than ever. Will your retirement savings last 30+ years? Use these 9 tips in your 60s to prepare for the future.
Tue, Jul 16, 2024
Is a Will the Only Estate Planning Document You Need? (The Answer Might Surprise You!)
These 6 important documents (including your will) should be a part of your estate plan – no matter your age.
Wed, Jul 10, 2024
Dynamic Spending in Retirement
A “best practice” is only the best until something better comes along. Instead of applying the 4% rule to every retiree in every situation, we think these unique options could help you identify what works for YOU.
Tue, Jul 2, 2024
What Is a Phased Retirement?
The shift from working to retiring isn’t as rigid as it used to be. Today, there are options for those who find the idea of a “cold turkey” retirement unappealing. Discover what a phased retirement can do to ease the transition.
Tue, Jun 11, 2024
How are RMDs Calculated and Taxed?
While required minimum distributions aren’t optional, there can be some ways to reduce or defer them. Read on to discover how RMDs fit into your retirement plan.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.