Retirement

By Richard Eisenberg, Next AvenueGetty Images A great feature of traditional Individual Retirement Accounts (IRAs) and employer-sponsored retirement plans like 401(k)s is that their money can grow tax-deferred for years. But eventually, the…

In 2024 commit to updating and improving your estate plan.gettyYes You Have to Update Your Planning Estate planning is about as much fun as getting a root canal. Unless there is a strong driver, like a pending change in taxes (there is with…

Don't make the mistake of not enrolling in Medicare Part B.getty A New Year’s resolution is a promise to yourself to do something good in the year ahead. If you are older than 65 and retiring or losing your job in the near future, here is…

TrustgettyBeneficiaries of trusts sometimes need to realize how much control they actually have over a trust. That is because they are unaware of a power sometimes found in trusts that gives the beneficiary the ability to remove and replace…

Ready to go conceptgettyIt’s not uncommon for CMOs to start thinking about retiring in their early 50’s. I have several acquaintances who have chosen to take the early retirement path (before age 65) and pursue new and different non-career…

Even if you're retired, you still need to plan to keep your retirement on track.gettyIf you’re already retired, you may think you’re finished with your retirement planning. Most likely, you’ve already made several critical decisions, such…

Take charge of your retirement in 2024!gettyStudies have shown that you’re much more likely to achieve the retirement you want by setting retirement goals and taking steps to achieve them. Without goals or plans, you’re apt to experience…

Mother, age 85, liked freedom with her cash. She used her money without keeping track of her spending. She forgot to check her bank statements and didn’t notice that odd withdrawals had happened. Her short term memory was eroding. When she…

You don't have to be stranded on a deserted island to lose and old retirement account. Disney General Entertainment Content via Getty ImagesYou aren't alone if you are missing some retirement account assets. Sadly, many have forgotten old…

Can you start at 50, and still retire a millionaire? gettyLet’s say you just had your 50th birthday party. Can you still retire a millionaire? Retiring a millionaire is quite simple, but it’s not easy. Otherwise, we'd see millions more…