With life spans growing longer, having enough savings to last throughout retirement is becoming a top priority for many Americans. As you explore different solutions and prepare to meet with a financial professional, here are eight questions on annuities that you could ask to help determine how they may help you achieve your goals.
Along with changes that will impact current retirees or people nearing retirement, provisions of SECURE 2.0 might help younger workers build their savings, create emergency funds, and move retirement savings plans between employers with more ease.
Taking actions that can help maximize your retirement savings can be a welcome activity any time of year, but you may find working it into your year-end financial review to be a convenient time to take a closer look.
Reviewing your budget, expenses, and overall financial plan yearly can help determine if your money management practices are on track or could use a tune-up. Use this checklist to help conduct an annual financial checkup and monitor your progress from last year.
Talking about financial planning can sometimes make people feel uncomfortable, but meeting with your spouse, children, or grandchildren to discuss financial decisions can better prepare your family for the future.
If you’re like most people, you'll want some advice on how to make sure your money lasts as long as you do (or longer!) You can find advice from a variety of places and at different price points.
Do you lack confidence in your retirement goals? You aren’t alone. 41% of participants in the recent North American survey gave themselves a ‘C’ or lower on retirement planning.
Even if you feel financially prepared for life as a retiree, it’s important to follow good money management practices and make adjustments to your budget and financial plan as your needs change. To help you maintain your financial health as a retiree, here are some money moves you could make once you enter retirement.
Many of us are feeling the effects of the COVID-19 global pandemic, especially when it comes to managing our finances. We recently surveyed hundreds of consumers about how COVID-19 has impacted their money. Nearly half of the respondents agreed that the pandemic has influenced the way they handle their finances and how they save for the future.
Today, women are seeking more ways to empower themselves financially. They could be taking ownership of money matters, seeking to find answers to tough questions, and making smart moves to help them define their financial future.
When you retire, you probably expect the expenses in your golden years to be covered by your savings, investments, Social Security, and Medicare. But the transition may not be that simple. Here are a few expenses you may not expect in your golden years.
