Living in Retirement

Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more

Manage your retirement income

Retire with Fixed Indexed Annuities

Fixed indexed annuities can offer those in or near retirement a balance of security and potential growth. Let's explore what they are and how they work.

March 28, 2023

The Future of Social Security

Current forecasts project a Social Security shortfall in about a decade. Knowing when to collect can help you maximize your benefits. Find out when could be the right time for you to start collecting Social Security payments.

March 10, 2023

4 Retirement Risks to Avoid

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

March 10, 2023

Handling Common Retirement Fears

Preparing for retirement can feel like an intimidating task. However, there are some things you can do to reduce common fears.

March 01, 2023

Bucket Strategy for Retirement

Learn about the "bucket approach," a drawdown strategy that involves holding three different buckets of money, or separate asset accounts, for retirement.

March 01, 2023

Consider tax-smart strategies

Tax Planning for Retirement

Selecting tax-smart accounts may help your retirement savings last longer.

February 15, 2023

Tax Withholding in Retirement

How to help ensure you pay your fair share once you're no longer working.

January 23, 2023

Congress: Retirement Package

Among other provisions, the SECURE Act 2.0 will raise the age at which individuals must begin taking required minimum distributions (RMDs) from their retirement account to 73, beginning in January 2023.

December 23, 2022

Plan your legacy

Start Your Estate Plan Early

No matter your age or financial situation, organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, but the sooner, the better.

March 22, 2023

Should You Disinherit a Child?

Family rifts sometimes lead to estrangement—resulting in thoughts of disinheritance. But consider the consequences before you exclude a loved one from your estate.

March 10, 2023


Keep Beneficiaries Current

Designating beneficiaries is a simple way to help protect your estate and avoid probate.

March 08, 2023

Aging Parents & Their Finances

Aging parents face unique challenges when it comes to their finances. Here's how you can help them manage their wealth in their golden years.

February 14, 2023

Financial Resolutions

Reshape your finances in the year ahead with these five resolutions.

December 29, 2022

Reducing RMDs With QCDs

A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.

December 12, 2022

The latest bond insights

Collin Martin

Why Are TIPS Returns So Low?

Collin Martin
March 30, 2023

When to Avoid Short-Term Bonds

Cooper Howard
March 23, 2023

Banking Turmoil and the Fed

Kathy Jones
March 13, 2023

Manage your investments

Protect your financial and physical well-being

Beware P2P App Scams

What are the risks of peer-to-peer payment apps? Here's what you should know to avoid potential pitfalls and scams.

March 10, 2023

Aging Parents & Their Finances

Aging parents face unique challenges when it comes to their finances. Here's how you can help them manage their wealth in their golden years.

February 14, 2023

Life Insurance Alternatives

Some financial professionals have recommended life insurance as a retirement funding source, but that might not be the most effective strategy. Here are three alternatives to consider.

February 01, 2023