TOP ARTICLES
What are the 2021 Contribution Limits for IRAs, 401(k)s and HSAs?
Financial adviser Dana Anspach of Sensible Money describes the contribution limits those saving for retirement need to know for 2021.
New Year, New Approach: A 2021 Checklist for Small Business Owners
It's important for business owners to carefully weigh available options to optimize benefits and strategically position their companies for the future. Adviser Brian Bruggeman highlights the key areas to review, including the new COVID-19 relief bill.
Ask Bob: Can I Use the CARES Act to Pay Off Debt?
A reader asks about using the CARES Act to withdraw money from their 401(k) to pay off debt.
How to Reinvent Your Permanent Life Insurance Strategy in Retirement
Understand what you have with your current life insurance policy in order to make the best use of it in your retirement strategy. Adviser Becca Craig outlines the steps to take.
Why You Need Long-Term Care Insurance
Long-term care (LTC) insurance deserves to be an important part of your financial planning. Adviser Bill Harris explains why and how.
Ask Bob: How do I access my application for Social Security benefits?
A reader asks how she can get a copy of her application for Social Security benefits online and get the status of her claim.
What Happens to Your Insurance Policy When Your Insurer Sells A Block of Its Business Lines
Adviser Erik Brenner summarizes considerations if your insurance or annuity policy is part of a reinsurance transaction.
Seven Form 1099-R Mistakes to Avoid
Dana Anspach, the president of Sensible Money, describes how to avoid the seven most common Form 1099-R mistakes.
You’re Going to Live A Lot Longer Than You Think
Rejecting “the retirement ritual” can help you remain engaged and active for a longer, happier, and healthier life.
Marry or Live Together? Considerations for LGBTQ Couples
Should we marry or live together? Understanding the pros and cons and being proactive is important for LGBTQ couples.
Giving Done Right: 10 Ways to Avoid Philanthropy Fumbles
Here are 10 ways to give with examples and approaches to help you avoid philanthropy fumbles.
Ask the Hammer: Should I Use a Margin Account and Options When Investing?
Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses in this Retirement Daily video whether to use margin and options when investing.
Four Steps to Manage the After-Sandwich Generation Years
Beyond the "sandwich generation" is a multi-faceted, mid-generation danger zone that could put your retirement in jeopardy. Adviser Sandra Adams outlines four steps to help manage through this life phase.
How to Financially Plan for a Wedding
Adviser CJ Miller details the key financial aspects of planning a wedding.
Did You Forget to Sign Up for Medicare?
If you don’t sign up for Medicare when you’re first eligible, and you don’t qualify for a Special Enrollment Period, you may have to wait until the Medicare General Enrollment Period to enroll.
Planning by Design for a Better Life
Life is always better with a plan and planning by design is better than planning by crisis.