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IRA Articles 
Inherited IRAs and Bankruptcy - Read on to learn of the Supreme Court's recent decision regarding inherited IRAs. The Court concluded that they are not protected "retirement funds" under federal law. More...
Get the answers to your tax planning questions
Tax Planning Guide for 2016 - Learn valuable information for individuals and businesses regarding tax updates. Includes important changes, read more...

Social Security Articles 
Medicare Open Enrollment Period Begins October 15th - The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Read more...

2015 Social Security Medicare FiguresThe Social Security Administration has announced the Social Security and SSI Beneficiaries cost-of-living adjustments for 2015. The Centers for Medicare & Medicaid Services has also announced next year's Medicare costs. See all the recently released figures...

Complete Guide to Planning for Social Security
- A guide that thoroughly explains the details of Social Security including: how to qualify, benefit information, how to sign-up, and answers to important questions. More...

Benefit Basics - Skim a quick synopsis of the basics regarding your Social Security benefits. It can help you get a picture of whether or not to delay retirement. More...

Myths and Facts - Finally put to rest some of those Social Security myths that you may have heard and learn the truth about this supplemental income. More...

How Secure is Social Security - The question that's been burning in people's minds for years is answered in a short article about the solvency of Social Security. More...

What You Should Do at Age 62 - If you're eligible, 62 could be your lucky number! That's the earliest age you can start receiving Social Security retirement benefits. More...

4 Things Women Need to Know - A quick read that explains how Social Security can protect you and your family and how you can qualify for benefits. More...

Claiming Strategies for Couples - There are myriad ways to approach Social Security retirement benefits for you and your spouse. Learn a few of the options. More...

New Reports Say Continuing Challenges Ahead - According to the Social Security and Medicare trust funds reports to Congress, despite some encouraging signs, both programs continue to face financial challenges that should be addressed as soon as possible, with the Disability Insurance needing the most urgent attention. More...

What's Your Optimum Age To Claim Social Security? - A lack of basic knowledge and misconceptions about Social Security may be hindering retirees’ ability to make informed decisions about when to claim their benefits, according to the Consumer Financial Protection Bureau. To address this, the bureau issued a new interactive, online tool to help consumers understand and plan for collecting their Social Security benefit as they near retirement age. Try the Estimator Tool...

Retirement Planning Articles


Retirement Plan is key to confidence. - Retirement confidence is highest among workers who say they or their spouse have a retirement plan, such as a work-sponsored plan or an individual retirement account (IRA). Read More... 

Have you Saved Enough to Retire? - Do you need to keep working part-time? How will you pay for unexpected medical bills? These questions keep many boomers up at night. More...

For the first time in five years, retirement confidence is on the upswing according to the Annual Retirement Confidence Survey. More..

Financial Planning: Seeing the Big Picture
 - A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. It helps you better focus on your goals and what it will take to reach them. More... 

Retirement Plan Considerations at Different Stages of Life - Whether you've just taken your first job, are starting a family, are enjoying your peak earning years, or are preparing to retire, your employer-sponsored retirement plan can play a key role in your financial strategies. Learn some points to consider for managing it through various life stages. More...

Don't Let Your Retirement Savings Goal Get You Down - Ever feel like you'll never reach the summit of your retirement planning goal? As with many of life's toughest challenges, it may help to focus a little less on the end result and more on the details that lead up to that summit. More...

CD Laddering to Maximize Your Returns - Learn from smart investors how to set up a CD strategy that helps you maximize on the best interest rates, while still enjoying flexibility. More...

Will you Outlive Your Retirement Savings? - Learn more about Sustainable Retirement Income by recognizing your vision of retirement and planning for the unexpected along the way. More...

Ten Strategic Retirement Savings Moves - Your retirement concerns are unique, therefore your approach to retirement planning is also unique. Take a look at the ten non-negotiable moves you should be making for the next important event in your life. More...

Congrats Graduates! Now Start Saving for Retirement – By starting to save for retirement now, graduates have the most important tool on their side: time. With the uncertainty of Social Security, grads will be able to reduce the burden using pain free retirement savings strategies. More...