Retirement

Latest Articles

• 

  2022 midterm elections and your retirement: How to stay financially prepared for policy changes

  Here’s what those planning for retirement need to pay attention to.

  7 min read Jan 04, 2023
• 

  Avoid these 3 common Social Security scams and how to stay protected

  Here’s what seniors can do to protect themselves from these fraudsters.

  5 min read Oct 13, 2022
• 

  Social Security payments to soar 8.7% in 2023 after highest COLA increase in 40 years

  The jump follows last year’s large increase of 5.9 percent, and it’s the largest boost since 1981.

  2 min read Oct 13, 2022
• 

  Expect the biggest Social Security cost-of-living increase in decades

  This may be the first and perhaps the last time beneficiaries today receive a COLA this high.

  2 min read Oct 12, 2022
• 

  Leaving a legacy: Why everyone needs an estate plan

  Establishing an estate plan can help you prepare for the future and leave a legacy for the people you love.

  8 min read Aug 21, 2023
• 

  What is a beneficiary?

  The beneficiary is typically a person, but it could be any number of individuals as well as other entities.

  5 min read Sep 21, 2023
• 

  What is a charitable trust?

  Looking to help out a great cause while also gaining a number of key advantages? Here’s how a charitable trust works.

  4 min read Sep 13, 2022
• 

  A retiree’s guide to hosting on Airbnb

  Here’s how you can stay safe and maximize your profits by becoming a home sharing host in retirement.

  6 min read Sep 06, 2022
• 

  Grantor trust: What it is and a guide to how the rules work

  This revocable trust has all its income and deductions reported on the owner’s tax return. Learn more about how it works.

  3 min read Aug 23, 2022
• 

  How to suspend Social Security benefits and when it makes sense to do so

  Here’s what to know about suspending Social Security benefits and when you might want to.

  5 min read Sep 21, 2023