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Retirement Planning
Retirement Drawdowns: The Secret to Keeping More Money in Your Pocket
Taxes can significantly diminish your hard-earned retirement savings, but a strategic approach called tax-efficient drawdowns can help you keep more of your money. …
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What Millennials Should Do to Combat the Fear of Running Out of Money
Sixty-six percent of millennials fear running out of money more than death, according to a study from the Allianz Center for the Future of Retirement. And millennials are…
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This Major Midwestern City Is an Ideal Home for Retirees Who Love to Travel
For retirees and pre-retirees with an itch to travel, few, if any, U.S. cities have more to offer than Chicago, often referred to as the “Crossroads of America.” Home to…
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More Americans Are Working Beyond 65. Here’s What It Means for Your Retirement Plans
The percentage of Americans 65 and older in the workforce nearly doubled from 11% in 1987 to 19% in 2023, when over 11 million Americans in that age group were working or…
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This Texas Lake Town Is One of the Most Expensive Places to Retire. Here’s Why
Is Rockwall, Texas worth the price tag? The Sunbelt is a classic retirement destination, and it’s easy to see why. Covering the bottom third of the country, this…
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FIRE vs. Micro-Retirement: Which Financial Plan Will Help You in the Long Term?
Financial independence doesn't have to follow a single path. Here's how FIRE and micro-retirement compare—and how to choose the one that fits your lifestyle.…
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Avoiding the $500K+ RMD Shock: Essential Tips for Retirees
Required minimum distributions (RMDs) are mandatory annual withdrawals from a retirement account. And if your account has a high balance—say, $500,000 or more—you could have…
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The Affordable Retirement Spot in Tennessee You Haven’t Considered—But Should
Small-town charm, accessible health care, and natural beauty on a budget It may not be the pride of France, but Paris, Tennessee, is still a worthwhile destination—at…
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Americans Reveal the Age They Think is Best for Retirement
Learn why Americans' ideal retirement age often differs from reality A 2025 Pew Research Center survey finds that Americans believe the best age to retire is…
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Laid Off Close to Retirement? Here’s What to Do With Your Money
If you've just been laid off and retirement is around the corner, it may be stressful, especially if you were looking to save more before leaving the workforce. While you…
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