Is a Roth Just a Wolf in Sheep’s Clothing?
By Joe Bert Originally appearing in Kiplinger, December 1, 2015 Forgoing a tax deduction today for a promise in the future is riskier than you might think. With all due …
Making Money Last In Retirement
Understanding Long-Term Care Insurance
It’s a fact: People today are living longer. Although that’s good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs …
Social Security Retirement Benefits
Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor, disability, and other …
Your Home as a Source of Dollars in Retirement
If you own a home, you may be wealthier than you think. The equity in your home could be one of your largest assets, especially if your mortgage has been …
Common Factors Affecting Retirement Income
When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have available to spend. If you …
