Retirement & Longevity

A group of retired friends talking and laughing on a pedestrian bridge while on a hike together.
Retirement & Longevity

10 Ways to Build a Thriving Social Life in Retirement

Retirement is an exciting new chapter, but for many, it also brings the challenge of staying socially connected.

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Happy, young couple talking with their financial planner.
Retirement & Longevity

Why Work with a Financial Advisor?

Choosing to work with a financial advisor can make a positive difference in your current and future life – and even for the next generations of your family. Your goals of building and preserving wealth, enjoying a comfortable retirement, and leaving a legacy are dependent on how well your financial matters are managed.

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Social security card amongst cash.
Retirement & Longevity

Social Security’s Uncertain Future?

It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.

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Damaged road with warning road signs.
Retirement & Longevity

Watch for These Hazards on the Road to Retirement

On the road to retirement, be on the lookout for hazards that can hamper your progress. Here are five potential risks that can slow you down.

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Retired couple driving in a car looking ahead.
Retirement & Longevity

More Retirees Crossing State Lines – Here’s Where They’re Going

More than 338,000 Americans relocated for retirement last year – a 44% increase from 2022 – and about a quarter of those retirees moved to a different state. According to the online moving-services marketplace Hire A Helper’s latest annual report, Florida is the number one destination for retirees, claiming 11% of movers across state lines. South Carolina comes in at a close second and New Jersey third, with Texas and Washington rounding out the top five. Let’s explore what’s drawing retirees to these destinations.

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Couple sitting on a dock at sunset.
Retirement & Longevity

Protecting Your Social Security Payout

To handle payments for a disabled senior, it’s not enough to put powers of attorney, medical directives or guardianship arrangements in place.

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Senior couple looking out an open door.
Retirement & Longevity

Through the Back Door to Bigger Retirement Savings

For people looking to build a balanced retirement savings portfolio, a Roth IRA can serve as a great companion to an employer plan such as a 401(k). But if you earn too much money, you may not qualify to invest fully – or at all – in a Roth IRA. And no matter how much you earn, you may find that contribution limits prevent you from building as fat a fund as you’d like. Fortunately, there are “backdoor” strategies that may help you get around these limitations. Here’s what you need to know.

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Happy mature couple embracing each other outdoors.
Retirement & Longevity

What Time is the Right Time for Retirement?

Age may just be a number, but when it comes to retirement, it matters. A recent survey by the Employee Benefit Research Institute found that only 11% of workers plan to retire before the age of 60. But with the right preparation, you can create a retirement plan that will provide you with financial resources and the freedom to pursue your passions, whether you flip the switch at 65, 60 or sooner.

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Young couple walking through high grass at sunset holding hands as the father carries their daughter.
Retirement & Longevity

Estimating Your Retirement Income Needs

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.

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