Retirement & Financial Planning Report

Health care and supportive services for aging people are important in whether a community is an attractive place for them …More

While more workers are hoping to continue working longer, older workers still face barriers, a study has concluded. The trend …More

At retirement, you’ll have a big decision to make: Should you elect a survivor benefit for your spouse? The downside …More

When you create a will, you’ll name an executor or personal representative. That person will be the “quarterback” of your …More

There is a common misconception that the Federal Employees Health Benefits program covers long-term care needs. In fact, long-term care …More

An IRA that’s relatively modest, when you retire, still can generate a substantial amount for your beneficiaries, if you pass …More

One way the federal government’s retirement program is superior is that it provides more financial security to lower-income workers – …More

The turn of the year is a natural time to do a reassessment of finances. One subject to make sure …More

After you retire, the paychecks will stop coming and while the annuity will start, it won’t be as large as …More

Providing caregiving help for an elderly relative–common among workers later in their careers–carries personal and financial risks, says a report …More

If you die while employed by the federal government and are married, your spouse will be entitled to a survivor …More

If you have a second home you might want to rent it out either periodically or on a long-term basis. …More

Health insurance remains the most important benefit to workers, according to an Employee Benefit Research Institute study, with 87 percent …More

If you’re under CSRS and still working, there’s a good chance the so-called 80 percent limit will factor in your …More

Stretching out an inherited IRA can produce more wealth for your heirs. Here’s how an IRA “stretchout” will work, in …More

While there has been an overall increase in life expectancy for many years, those gains are not spread evenly across …More

Many investment advisors are paid by fees these days. However, you might be better off with an advisor who gets …More

Employers have caught on to the growing view of older worker ages they will work to a relatively high age …More

The “lump-sum option”–also called the “alternative form of annuity”–remains one of the most misunderstood aspects of federal retirement policy. Many …More

Retirees overall are more confident in their post-retirement finances than are active workers, with confidence among the still employed having …More

Relatively few federal employees are under the Civil Service Retirement System anymore, but those who are generally are retirement-eligible already …More

If you have a cash value life insurance policy, you can borrow against it. This might be a source of …More

While taking out a reverse mortgage is an often-cited way to use home equity for retirement living expenses, simply downsizing …More

When you receive retirement or disability benefits under Social Security, some members of your family also can qualify. Those include: …More

How much do you need to save for a comfortable retirement? Some indicators to help you decide are: * Your …More

A federal appeals court has ordered a close look at the obligation of a federal retiree to return an overpayment, …More

Are you ready to retire? Before you answer that question, you need to discover whether that’s what you really want …More

One Thrift Savings Plan consideration for those nearing retirement is the status of any loans they have taken from their …More