Are you closing in on retirement? We have tips, tools and advice that can help you make better choices as you start planning the next chapter in your life.

Estate Planning

Understanding Powers of Attorney

Estate planning involves more than just making arrangements after you’ve passed. It also involves planning to protect your loved ones and your assets while you are alive, especially if you can no longer make your own decisions. Powers or Letters…

Estate Planning Documents In A Leather Briefcase

How Flexible Is an Irrevocable Trust?

When most people think about trusts, the type they’re thinking about is a Revocable Living Trust (RLT). There’s another option, however, that estate-planning attorneys may present you with: an irrevocable trust. As you can probably tell by the name, an…


Tax Planning

Hole In The Brick Wall With Word Tax

Don’t Get Tripped Up by Retirement Taxes

For many, retirement conjures up visions of vacations, relaxing times and less worry about money. With proper planning, such visions can be a reality, but it’s important to remember that not all financial concerns and responsibilities end when retirement begins.


Four New Tax Rules for 2014 That Might Affect You

2014 is here and besides celebrating with friends and family, adopting some financial resolutions, and singing a few rounds of Auld Lang Syne, it means that you can also raise a toast to a handful of new tax rules that…


Health Care

Stethoscope sitting on twenty dollar bills isolated on white background health care costs

What’s an HSA and Could One Be Right For You?

There’s a good chance that a new topic of conversation has emerged around your office water cooler during open enrollment season this year – Health Savings Accounts, or HSAs. All of the buzz is for good reason – these accounts…


my Social Security Rolls Out New Service – Attention Medicare Beneficiaries

The Social Security Administration has announced a new service this week aimed at Medicare beneficiaries. Now you can order a replacement Medicare card online using your my Social Security account. A my Social Security account is available to everyone, and…


Long-Term Care

Cheerful Senior Indian Mathematics Teacher in a Classroom

How to Find Out if an Encore Career Is Right for You

Entering retirement isn’t easy. Besides choosing the right time fiscally (e.g. knowing you have enough saved in your nest egg), there’s also the emotional component of grappling with who you will be in retirement. Once a teacher, lawyer, salesperson, nurse,…


Preparing for Retirement

New Retirement Plan Option

On Aug. 25, the Department of Labor (DOL) released the final version of a new rule that aims to make it easier for states to operate retirement plans for private-sector workers without access to a retirement savings program through their…


Celebrating 10 years of the Pension Protection Act

August marks the 10th anniversary of The Pension Protection Act (PPA), which some consider one of most influential pieces of retirement legislation since the passage of the Employee Retirement Income Security Act (ERISA) in 1974. But what did it do…