Retirement & Financial Planning Report

When you retire you’ll stop receiving a paycheck and begin collecting a pension or annuity, and you and/or your spouse …More

A common estate planning strategy is to create a trust and have the trustee buy life insurance on the trust …More

If you have to sacrifice your retirement savings to fund a college education for the kids, you may be making …More

Probably not a good idea. There are two big drawbacks to borrowing from a 401k-styled program, such as the federal …More

Studying historic data, investment pros have come up with a method of tapping a retirement portfolio: (1) In the first …More

Once parent’s have gotten older and beyond the young children stage it may be tempting to cash out of a …More

You may be surprised to see what your Social Security payments are really worth. Get an estimate of your Social …More

Nursing home costs are extremely expensive — but you haven’t seen anything yet. The national average recently was about $110 …More

Not all mutual funds fit neatly into specific categories. Morningstar considers “value funds” to be those that hold stocks with …More