Retirement Planning

The problem with term insurance

Is term insurance still the wise, financially-prudent move? Or is there a problem with term insurance that may put you and your family at risk?

For years, term life insurance has been considered the best way to go to protect your estate while also investing for retirement. Advocates like Dave Ramsey, Suze Orman, and Clark Howard […]

Retirement Planning Tips: Unforgettable Birthdays

Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 59, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.

59½ — You can start taking […]