Retirement Planning

Retirement Confidence Declines for Workers, Rises for Retirees

Posted on: April 22nd, 2017
In its 27th annual Retirement Confidence Survey, the Employee Benefit Research Institute discovered that 60% of today's workers feel very or somewhat confident in having enough money to retire comfortably, down from 64% in 2016. ...

Converting Retirement Savings to Retirement Income

Posted on: March 16th, 2017
You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first....

Jumbo Reverse Mortgages Are Increasingly Available for High-Value Homes

Posted on: August 31st, 2016
Seniors with pricier homes now have an increased ability to get a jumbo reverse mortgage in order to raise cash for retirement. As the housing market has improved, jumbo reverse mortgages are becoming more popular even though they carry some risk....

Nearing Retirement? Time to Get Focused

Posted on: May 26th, 2016
If you're within 10 years of retirement, you've probably spent some time thinking about this major life change. The transition to retirement can seem a bit daunting, even overwhelming. ...

Projecting a Happy Retirement

Posted on: May 1st, 2016
A 2015 study found that 41% of households headed by someone aged 55 to 64 had no retirement savings, and only about a third of them had a traditional pension. Among households in this age group with savings, the median amount was just $104,000.1...

Retiring Abroad with a Long-Term Care Insurance Policy

Posted on: March 5th, 2015
As more people consider retiring abroad, questions are arising about how an overseas retirement will affect long-term care insurance benefits. If you are planning to relocate out of the country and want to purchase or already have long-term care insurance, the best advice is to read the fine print on your policy....
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