Some Women Attain an Enviable Status: 401(k) Millionaire

Accumulating $1 million in retirement savings is symbolic, even if it means different things to different people. It represents an aspirational amount of wealth to some, financial security to others...

In Oregon, You Can Now Save for Retirement. Unless You Object.

The lack of retirement savings among Americans is almost universally bemoaned but nudging, prodding and lecturing have done little to build up nest eggs for old age. So some...

Generation Grumpy: Why You May Be Unhappy if You’re Around 50

As people get older, they tend to become more at peace with their finances, survey research shows. But not the current crop of middle-aged Americans. Let’s call them the Grumpy...

Helpful facts about Social Security disability benefits

When the unexpected happens and you can no longer work due to a serious medical condition, Social Security is there with a lifeline to help you and your family. Most...

Planning for Retirement as a Single Person

Robin Zenger has saved diligently and lived within her means for her entire life. When she was in her forties, she began taking a serious look at her finances...

50 Best Places to Retire in the U.S. 2018

Some states are better than others when it comes to how they rank as retirement destinations, based on critical financial factors. But where you ultimately choose to retire doesn't...

10 Proven Ways to Boost Your Retirement Income

July 08--If you think of the term "fixed income," you probably think of retirees. After all, people in retirement are typically relying on Social Security benefits, which are set...

Best Things Retirees Should Buy at Costco

American shoppers are going gray. Chalk it up to aging baby boomers born between 1946 and 1964. There are roughly 74 million of them alive today, still outpacing millennials,...

What to do with your 401(k) plan? Consider moving it to...

Individual Retirement Accounts have been attracting record amounts of assets, even though relatively few people actually contribute money to them. An oxymoron? Not really. The growth of IRAs results from...

5 Stories of Retirees’ Second Acts

Many people suffer from job burnout, but making the decision to change careers can be a bit overwhelming, especially after decades of building expertise. Yet millions of workers are...

A Guide to the Softer Side of Estate Planning

Who should get Grandma's cherished engagement ring? How would she want her funeral to be arranged? Where are the keys to the shed out back? Who is going to...

How to Boost Retirement Income by Making It Safer

One of my Baby Boomer clients asked for help with a retirement plan that would provide her with a specified level of "safe income" every month. She realized that...