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Money Matters

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Choosing a 55-Plus Active Adult Community

If you’re contemplating moving to a 55-plus active adult community, finding one that’s right for you takes some legwork.

August 1, 2022

annuity investments represented with a golden egg in a nest, with "annuity" printed on the egg.

Securing Retirement for Women with Annuity Investments

Because they tend live longer, women in particular need to build assets to create their own pensions. Fixed annuity investments can build wealth faster than other safe bets.

August 1, 2022

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Find and Claim Forgotten Family Assets

About 10 percent of all Americans have some unclaimed money out there waiting to be found. Here’s how to find and claim lost family assets.

July 13, 2022

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Is Your Debt A Snowball Or Avalanche?

Debt elimination has been framed as the “snowball” way or the “avalanche” way. Both are easy to implement and helpful for removing debt from your life.

June 27, 2022

Get Cash For Your Life Insurance Policy

Selling a life insurance policy, even a term life policy you don’t need any longer, has become a popular option among retirees who could use some extra cash.

June 14, 2022

Photo of a senior financial advisor sitting at a desk and working

Has Your Financial Advisor Created A Contingency Plan For You?

You’ve got the perfect financial advisor. But are you prepared if they can no longer assist you with your retirement portfolio? Do you have a contingency plan?

May 31, 2022

Photo illustration of a paper-cutout person standing under a paper-cutout umbrella. Caption reads "Affordable Care Act."

Find Health Insurance After Job Loss

Suddenly find yourself out of work? You can find health insurance coverage while you’re looking for new employment or waiting for Medicare.

May 4, 2022

Photo of eggs in a nest, labeled ROTH, IRA and 401K, representing a nest egg.

Does Your Retirement Account Need Rescuing?

Many are shocked at how much of their tax-deferred balances will be erased by current taxes when withdrawing funds. Here are some tips should your retirement account need rescuing.

May 2, 2022

Photo of money and an egg on a yellow background, symbolizing a retirement nest egg

Worried About Outliving Your Retirement Money? Outsource Retirement Risk.

Take a systematic approach to determining how best to spend your money in retirement. Shore up enough money to cover unexpected expenses to last at least a year.

April 18, 2022

photo of social security checks and cards

When to Expect Your Social Security Checks

Social Security, disability, and survivor benefits generally come the month after the month they are due—so expect your July Social Security checks in August.

April 5, 2022