Do you see retirement as having more time to relax or as an opportunity to try new things? These resources can help you explore some of the most important considerations in retirement, from managing your money to maintaining your health and well-being.

Retirement Distribution

Turning 70 ½ in ’17?

Understanding RMD Rules May Be the Best Present You Give Yourself This Year If you or someone you know is turning 70 ½ in 2017, get ready to start taking money out of IRAs and qualified retirement plan accounts. In…

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Mark Your Calendar for Your 70.5 Birthday

2016 is an important year. We recently concluded the Olympic games in Brazil, the presidential election is coming up, and the oldest Baby Boomers are turning 70 ½! What’s so important about turning 70 ½? Once you turn 70 ½,…

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Social Security Optimization

Why You Should Double Check the Advice You Get from Social Security

If you’ve asked the Social Security Administration for advice recently, you might want to reconfirm their recommendations. A new study by the U.S. Government Accountability Office (GAO) shows that Social Security Administration (SSA) staff members regularly give incorrect or incomplete…

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Short-term Goals – Financial Goals

When you’re establishing your financial plan, the first thing you need to do is identify both your short-term and long-term goals. Identifying goals and a plan to support them can bring you assurance of a sound financial future. Without clearly…

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Being in Retirement

Four Key Building Blocks to Creating Income in Retirement

Retirement brings many changes and quite a few of them are positive: more time to spend with friends and family, the opportunity to enjoy new hobbies and even the chance to travel. Some things, however, carry into retirement, and one…

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New Year’s Resolution: Understanding Scams Aimed at Retirees

If you’re like many across America, you’ve made some New Year’s resolutions. There’s one item that’s likely not on your New Year’s resolution list that should be, however: Understanding scams aimed at retirees or helping a loved one avoid these…

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