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

High Incomes and Medicare

Medicare premiums can jump sharply if your retirement income rises above certain levels, but there are steps you can take to prepare and minimize the impact.

September 15, 2023

Retirement Saving and Living

Retirement is an important and often stressful planning, saving, and investing goal. Learn from those who have been through it.

September 15, 2023

Roth IRA Conversion Tips

A Roth IRA conversion involves moving assets from other retirement plans into your Roth IRA. Learn how to convert a Roth IRA and whether it's right for you.

August 30, 2023

Taxes in Retirement

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

August 11, 2023

Wait to Take Social Security?

You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's how to decide.

July 18, 2023

Consider tax-smart strategies

Want to Downsize Your Home?

Moving to a smaller house can have many financial advantages. Here's what you should consider from a tax perspective.

September 12, 2023

Life Events and Taxes

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

August 15, 2023

Taxes in Retirement

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

August 11, 2023

Plan your legacy

Creating a Special-Needs Trust

For estate owners who have heirs with disabilities, providing financial support is paramount. A special-needs trust can help protect vulnerable family members without affecting government benefits.

August 11, 2023

Lessons from Succession

Despite its over-the-top plots and characters, the popular drama exposes the consequences of poor business-succession planning. Here's what you can learn.

July 17, 2023


Family Wealth Mission Statement

Lack of communication could be detrimental not only to a family's harmony but also its ability to preserve wealth across generations. Creating a mission statement can help.

July 17, 2023

Avoiding Probate

Probate court can help ensure a fair distribution of your assets, but it can be time-consuming and could compromise your family's privacy. Here's what you should know.

July 14, 2023

Life Insurance Riders

How the addition of life insurance riders can help personalize your policy.

June 09, 2023

3 Ways to Pass Down a Home

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

April 10, 2023

The latest bond insights

Kathy Jones

Treasury Yields: What's Next?

Kathy Jones
September 07, 2023

High-Yield Bonds: What to Know

Collin Martin
August 31, 2023
Cooper Howard

Taxable Munis: 5 Considerations

Cooper Howard
August 25, 2023

Manage your investments

Protect your financial and physical well-being

High Incomes and Medicare

Medicare premiums can jump sharply if your retirement income rises above certain levels, but there are steps you can take to prepare and minimize the impact.

September 15, 2023

Medicare Decisions to Make Now

There's more to enrolling in Medicare than just turning 65. Make these Medicare decisions ahead of time—then celebrate.

August 30, 2023

Retiring on a College Campus

Rapidly growing university-based retirement communities offer opportunities for seniors to stimulate their minds, but it's important to understand the upsides and downsides.

August 14, 2023