5 Retirement Assumptions You Can’t Make Anymore

By: Michelle Buonincontri, CFP®, CDFAWe’ve all heard the adage “nothing can be certain, except death and taxes.” This line of thought also applies to retirement, as society and financial markets change.Here are a few assumptions many Americans used...

The ‘stretch’ option for maximizing IRAs

By: Elliot RaphaelsonBecause most employers have eliminated defined-benefit retirement plans, future retirees will depend more than ever on 401(k) plans, traditional IRAs and Roth IRAs.To plan for a successful retirement, you must understand the fundamentals and...

Downsizing in Retirement

By: Allison PearsonDo you and your partner share the same goals & expectations for the future throughout your changing life phases?My son recently headed off to college. It was an important life transition, not just for my son, but for me and my husband as well....

Your indispensable guide to Social Security

By: Elliot RaphaelsonThere is no question that Social Security issues are important to the American public. It is not unusual for me to receive more than 100 responses from readers when I write a Social Security-related column.Regular readers know that I frequently...

How to Not Go Broke Supporting Adult Children

by David RaglandYou’ve worked hard, you’ve saved, you’ve downsized, and the nest is finally empty. Life is good. But then one of your kids loses his job. Or she starts falling further into debt. Or decides to send your grandchild to a private school he can’t...

Happy, Birthday, Barbie!

On March 9th, Barbie celebrates her 58th birthday. Whether you loved Barbie as a little girl or thought she was a negative role model for women, there is no denying her part in women’s toy history. Ruth Handler created the Barbie doll and co-founded Mattel, Inc. with...

Women & Retirement: Don’t Wait, Start Saving Today

Poor and alone isn’t the retirement any of us dream about. And the following statistics conjure up some very scary images:(Sources: Dee Lee’s Everywoman’s Money: Financial Freedom; Social Security Administration.)More than 50% of all marriages fail.After a divorce,...

Life Insurance: Can You Afford to Wait?

by Maureen M. KeslerWith adulthood comes a number of exciting changes. Perhaps you have decided to buy a home, get married, or have children. These decisions require careful consideration, as they can irrevocably change your life. One decision that’s easy to delay or...