Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Pay to Play: Planning for Your Child’s Activities
Make sure your budget is in line with your – and your child’s – expectations and level of interest.
Supporting Your Children Through Life’s Milestones
How to support your children through life’s milestones without putting your retirement at risk.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Rethinking Retirement
Your lifestyle will almost certainly change when you enter retirement – so should how you think about money.
Dear Reader
Mike Antonelli shares a list of things he believes about the world.
The Big Raise from Social Security
In 2023, retirees will see the largest jump in their cost-of-living increases in more than 40 years.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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