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

Retirement

6 Steps to Prep for Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.

April 18, 2025 • Rob Williams

Retirement

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.

April 16, 2025

Retirement Income

Beyond the 4% Rule

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.

April 15, 2025

Stocks

How To Evaluate Dividend Stocks

Dividend stocks can provide income and boost portfolio growth. But don't be blinded by the yield they offer. We'll show you other metrics you might use to evaluate income stocks.

April 15, 2025

Retirement Income

3 Retirement Income Mistakes

Avoiding simple mistakes can extend the life of your portfolio. Here are three common mistakes retirees make with their retirement income.

April 11, 2025

Consider tax-smart strategies

Tax Planning

Taxes in Retirement

As you approach and enter your golden years, calculating your tax obligations could be tricky.

March 14, 2025

Taxes

Life Events and Taxes

Life's major milestones can have implications for your taxes. Here are tips to help get ahead of them.

March 14, 2025

Taxes

Estate Tax and Lifetime Giving

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

February 12, 2025

Plan your legacy

Estate Planning

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

April 15, 2025

Estate Planning

Beneficiary Basics

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

March 28, 2025

Estate Planning

Blended-Family Estate Planning

Estate planning for a blended family has special considerations. Here's how to help ensure your assets go to your intended beneficiaries without causing discord.

March 07, 2025

Estate Planning

Upstream Gifting & Estate Taxes

Gifting assets to older rather than younger generations may offer multiple advantages.

March 07, 2025

Estate Planning

Writing a Legacy Love Letter

Crafting a letter to your loved ones that contains your estate-planning information, plus additional rationale for your choices, can help ease their burden when you pass.

February 14, 2025

Insurance

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

February 05, 2025

The latest bond insights

Tariffs: Potential Muni Impact

Cooper Howard
April 22, 2025

Corporate Bonds: 3 Takeaways

Collin Martin
April 17, 2025

Understanding Callable Bonds

Collin Martin
April 08, 2025

Manage your investments

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Bonds

Tariffs: Potential Muni Impact

Bonds

Corporate Bonds: 3 Takeaways

Retirement

4 Retirement Risks to Avoid

Bonds

Understanding Callable Bonds

Markets and Economy

Volatility in Retirement

Investments

Bear Market: Now What?

Protect your financial and physical well-being

Fraud Prevention

Beware Medicare Scammers

Medicare fraud can take many forms, but the most prevalent scams seek to trick seniors into providing sensitive information.

March 07, 2025

Health Care

Paying for Long-Term Care

The cost of long-term care is significant—and something most retirees will face. Here's what to consider when deciding between self-funding or purchasing long-term care insurance.

March 07, 2025

Fraud Prevention

Steps to Avoid Cyber Fraud

Mark Riepe and his guest, Lisa Lang, break down emerging trends in the evolving world of cyber fraud and strategies for protecting your financial security.

March 03, 2025

Explore more topics

Social Security RMDs Taxes Investments Trusts Charitable Giving Estate Planning Wills Portfolio Management

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks including loss of principal.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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