Tip of the Month

Job loss is challenging at any age—but it can be particularly disruptive when it happens in your 50s or 60s. During this period, many individuals are still managing major financial responsibilities: covering mortgage payments, assisting

Most Americans surveyed said that running out of money in retirement was their biggest concern, even more than dying. According to a recent study conducted by Allianz Life,* people who are nearing or have reached

As people age, they often share the same goals. They want to stay in their own homes for as long as possible, allowing them to maintain their independence. Aging in place is the concept that

Although the age to claim Medicare is 65, many senior benefits and discounts begin much earlier. When you turn 50, you can join the AARP or AMAC and start taking advantage of senior discounts right

This year will see a record number of Baby Boomers reach the traditional retirement age. By 2030, they will all be at least 65. However, this creates a fiscal problem, as fewer taxable workers means

A common concern among retirees is that they will outlive their retirement savings. Many people are therefore scared to spend money in retirement. And it’s no surprise, consider how woefully unprepared many Americans are for

At the time, taking an additional $10,000 out of your retirement savings for a new roof might not seem to matter too much. However, expenses mount up, and plans to pay for future expenses could

When employees change jobs, their retirement plan account may be left behind and forgotten. Fortunately, a new federal database should make it easier to find your lost retirement account from a previous employer. As of

You may feel extra stressed and busy around the holidays, especially if you plan to fly for Christmas or Thanksgiving. The following holiday travel tips may make your vacation go more smoothly, whether you’re flying

Traveling may be your key to a new type of independence in retirement, where there are opportunities to learn and experience new things every day. If you’re the type of person who enjoys traveling, that