Retirement question can result in split decisions
You married for better or worse, but perhaps not for lunch. When markets crashed, you loaded up on bargain stocks, while she went annuity shopping. You want to spend your...
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Annuitizing? You might want to wait
Q. I have an index annuity with a contract value of $148,860 and a surrender value of $130,110. I need income of at least $1,500 a month. If I annuitize...
In job search, a few keys can help older workers
With many would-be retirees shopping for interview suits instead of golf shirts these days, it's hardly surprising that AARP's most popular Web site seminars are the ones counseling people 50...
More investors hedging bet on living longer life
Living in good health to a ripe old age is the retirement dream, but it quickly turns to a nightmare if there isn't enough money to pay for it. With...
Don’t wait to find out about Medicare plans
Big changes are coming to Medicare benefits received through some private plans, so experts urge participants not to wait for enrollment season this fall to learn what they'll need to...
Retirees face travel quandary
For retirees with damaged portfolios, the idea that travel deals abound either rubs salt in the wound or at least presents a spending quandary: Do you take the big retirement...
Money Makeover: Pensions, savings put couple in good position for early retirement
Debbie and Kent Ketter have a lot to feel good about financially, but they're still worried. They have a six-figure income, government pensions for retirement and their children are mostly...
Positioning your bond portfolio for retirement
If you're getting close to retirement and don't know much about bonds, you're not alone. Many baby boomers came of age in an equity culture and haven't paid enough attention...
Paying mortgage off early great unless there’s a tax hit
Q. I am 60 years old, married and have been retired several years. We don't have tons of money. What is the common theory on paying off one's mortgage early?...
Retirement calculations may not always add up
If you've talked with a financial adviser about retirement planning or waded through an online calculator, chances are you've answered questions about your income and assets and received a snapshot...