Senior Living Basics
Best retirement plans
Not all retirement plans are equal. Find out the ones that work best for you.
How to save for retirement
The most important thing is to be realistic about your goals.
What to do if you're retiring
It’s vital to be fully prepared before you retire, and even make some room in your plans for the unexpected.
What is a spousal IRA?
The spousal IRA allows a spouse who did not have earned income to contribute to an IRA.
Latest Articles
-
HUD clarifies rule on reverse mortgages
In 2011, the courts established that HUD had violated the law by triggering payment of the loan while the non-borrowing spouse was still in the house.
1 min read Jul 03, 2015
-
Looking after elderly parents when they’re far away: Preparation is important
Here are steps you can take to make it easier to care for an aging parent.
3 min read Jun 11, 2015
-
Would you use a senior move manager?
Doing triage in deciding what stays and what goes will become a more immediate need once your house sells and you know the floor plan of your new home.
1 min read Mar 31, 2015
-
CFPB warns of pension advances
Paying back a pension advance or pension loan, plus the high interest and fees that loans and advances typically include, can threaten retirement security.
2 min read Mar 24, 2015
-
Snowbirds and their rides
Snowbirds who migrate to southern states should check with that state’s DMV to see what’s required in the way of registration and insurance on their vehicle.
2 min read Feb 19, 2015
-
Will your adviser stick with you?
Financial professionals are often paid investment fees based on an assets under management (AUM) model, where the client pays a percentage of the retirement portfolio’s valuation for the adviser’s [...]
1 min read Feb 06, 2015
-
Nursing homes: Guardians of elderly?
Seniors can have a power of attorney in place, a health care directive and a will, but all of that planning can be overturned by a guardianship being established by a nursing home.
1 min read Jan 27, 2015
-
Hold on or move on in retirement?
Renting versus buying is another decision. What’s available and affordable in the area where you decide to live is a consideration.
1 min read Jan 14, 2015
-
Plan for go-go, slow-go, no-go years
You’ll need a retirement plan that’s flexible as you age. A financial adviser can help.
1 min read Dec 10, 2014
-
Do you have a long-term care plan?
ouples need to talk about when they will stop trying to provide home care on their own for their spouse and to get professional assistance.
1 min read Nov 26, 2014