Articles in Retirement

NerdWallet

How Much Money Is Enough? The Tension between Saving and Spending

By: Steven Podnos, MD CFP , a financial advisor on NerdWallet’s Ask an Advisor . Joe and Beverly Simpson drove home quietly after an initial meeting with a new financial planner. They had... Read >>

Bankrate

Recession's Impact On Millennials

By Judy Martel for Bankrate.com While a majority of young adults say they have absorbed the lessons from the financial collapse six years ago, fewer are putting them into practice. The reasons... Read >>

BlackRock

Five Big Retirement Concerns

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Kiplinger

How to Increase Your Social Security Benefits

How much extra money can I get each year if I delay taking my Social Security benefits? Delaying your Social Security benefits beyond your full retirement age is a great way to boost your annual... Read >>

Kiplinger

Social Security Earnings Test Ensnares a Spouse

You've likely heard of the dreaded "earnings test" for Social Security benefits. What's sure to be a surprise, however, is that the earnings test squeezes not only your benefit but also... Read >>

BlackRock

The Surprising Truth Behind Retirement Readiness

How close are today's pre retirees to being retirement ready? While there is still work to be done, the answer is closer than we might have expected. That's the good news from a recent analysis... Read >>

Kiplinger

Meet New Friends As a Solo Traveler

Kembell Huyke, 74, of Flushing, N.Y., retired as a banker 11 years ago and now he's seeing the world. He loves to travel, sometimes with his partner, and sometimes on his own. In the past decade,... Read >>

NerdWallet

Six Lessons from the "Average Wealthy"

By Richard M. Rosso , MS, CFP, CIMA, a financial advisor on NerdWallet’s Ask an Advisor . We all have dreams of what life would be like if we didn’t need to worry about money, especially... Read >>

Kiplinger

Good Reasons to Buy a Deferred Income Annuity

I understand that the Treasury Department just changed the tax rules so people can now invest IRA money in deferred income annuities without worrying about required minimum distributions. Should I... Read >>

Bankrate

Gay Couples Win More Rights

By Jennie L. Phipps for Bankrate.com It has been about a year since the U.S. Supreme Court overturned the Defense of Marriage Act, or DOMA, voiding the federal definition of marriage as an... Read >>

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