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2 Huge Things People Get Wrong About Retirement

So much for the "golden years." Some 28% of recent retirees complain that life is actually worse in retirement than it was when they were working, according to a recent survey by Nationwide. The cause may be mismatched expectations. Pre-retirees tend to overestimate...

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Retirement in 2017: 5 Stats Everyone Should Know

Here's the state of retirement saving in the U.S., and what to do if you need to catch up. If you read the financial news often, you may have heard about the "retirement crisis" many Americans are facing. While it's true that the average American doesn't save nearly...

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Americans are spending more money after they retire

Most people expect to spend less money after they retire. But that might not be the case -- at least not at first. Spending rose for more than half of taxpayers during the first three years after claiming Social Security, according to a report based on tax data and...

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Social Security tips for singles

Not married? Here are strategies to help you maximize your Social Security benefits. Key takeaways ✔ The longer you delay Social Security, the higher your monthly benefits. ✔ Divorced: Your benefit can be based on your ex-spouse’s work history. ✔ Widowed: Consider...

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Americans are spending more money after they retire

Most people expect to spend less money after they retire. But that might not be the case -- at least not at first. Spending rose for more than half of taxpayers during the first three years after claiming Social Security, according to a report based on tax data and...

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THE 5 W’S OF A SUCCESSFUL RETIREMENT

There’s no better time than today to develop your retirement plan and consider options that may be suitable for your future. Fixed indexed annuities (FIAs) can offer lifetime income and provide peace of mind when looking for ways to protect your nest egg from market...

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How to Find Serenity Despite Retirement Uncertainty

“How can I feel fine?” That’s what Julie Elman, from Ohio, wants to know. Julie is 57, retirementis right around the corner, and she’s worried. Despite doing “all the right things,” whenever she spends time reviewing her financial situation, Julie never, ever feels...

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Putting Strings on What You Leave Your Children

How to protect beneficiaries from themselves. Billionaire Warren Buffett was famously quoted as saying that when it came to leaving your children money, the sweet spot is “enough money so that they would feel they could do anything, but not so much that they could do...

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