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Category: Retirement

Retirement | on November 13, 2014 / By Soula Stefanopoulos Retirement Planning? Don’t Forget Healthcare What's most important for a happy retirement? It is health, said the vast majority of retirees surveyed (81%) in a ...
Retirement | on June 18, 2014 / By Soula Stefanopoulos Social Security Boot Camp at LNWM Will Social Security be there when you retire? How do you maximize your benefits? Andy Landis, one of the foremost ...
Family and Finance | Retirement | on May 28, 2014 / By LNWM Home Ownership: Always Worth It? Regardless of the reasons you may want to own a house, the reality is that home ownership may not always be the bes...
Family and Finance | Retirement | on April 02, 2014 / By Kristi Mathisen High Income? Consider a Roth IRA In 2010, the IRS removed limits on how much can be transferred from an IRA or other retirement account into a Rot...
Family and Finance | Retirement | on March 12, 2014 / By LNWM Social Security: Why File and Suspend Collecting Social Security is not a no-brainer. By controlling the timing of payouts through “file-and-suspend,...
Retirement | on February 05, 2014 / By Brian Whitaker Retiring? Don’t Forget RMDs "RMDs" sound like they could be guided missiles. But they're actually "Required Minimum Distributions" from retirem...
Investment Management | Retirement | on December 11, 2013 / By Soula Stefanopoulos What I Learned from My MOOC Are stocks safer in the long run? This and many other interesting questions came up during my MOOC (Massive Open On...
Retirement | on July 30, 2013 / By Susan Talton 70 is the new Not Done Yet Mick Jagger celebrated his 70th birthday last week. I’m inserting a brief pause here to allow that one to sink in...
Retirement | on July 15, 2013 / By Susan Talton Potential Tax Savings from your Retirement Community A continuing care retirement community (CCRC) may be one option for retirement living you’re considering for your...