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    Retirement Red Zone (2)63 Articles

    An older white man using a wheelchair sits at a table with a laptop, calculator, and papers.

    Tue, Aug 20, 2024

    Why You Need an Estate Plan — Even Without a Trust

    What are your priorities for your legacy? Whether you hope to provide for your loved ones, safeguard your assets, ease your tax burden, or countless other goals, your estate plan –- with or without a trust –- should be a foundational component to your financial strategy.

    A mixed-race couple leans into one another as they go over paperwork at the kitchen table

    Tue, Aug 13, 2024

    What Every Retiree Should Know About Taxes

    These tax-savvy retirement strategies could help you reduce your tax bill, save for the long-term, and keep more of what you’ve earned.

    Man stretching tape measure

    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.

    A person places rocks in a tall pile in front of a lake

    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.

    Estate paperwork with a yellow Sign Here tab

    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.

    A mature couple stretches on matching yoga mats under the trees

    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.

    6 Sources of Retirement Income

    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.