Retirees planning to travel should check their Medicare coverage to avoid costly surprises
Tom Merton | Getty Images If you’re a retiree on Medicare and feel the itch to travel, be sure you know whether your insurance plan...
Retirement planning
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Women prefer values-based investing. Here’s what that might mean for their wealth
Mint Images | Mint Images Rf | Getty Images Women prefer investing in a way that helps the environment and does social good, some studies...
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Many younger baby boomers may outlive their 401(k) savings, new research finds. Here’s why
Elena Kurkutova | Istock | Getty Images Older Americans may have a number of different goals with their retirement savings. But usually their main goal...
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For Americans behind on saving for retirement, a bad stock market can be a good time to invest more
Small business owners are among the Americans most likely to fall behind on saving for retirement. Investing back into a business is more often a...
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Here’s the best way to use a health savings account, which offers a triple-tax advantage
The Good Brigade | Digitalvision | Getty Images Health savings accounts can be a powerful way to build wealth and prepare for medical costs in...
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Here’s why inflation may be less costly for some retirees
A shopper at a San Francisco grocery store on May 2, 2022. David Paul Morris | Bloomberg | Getty Images Inflation is a growing concern...
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Nearly 7 in 10 Americans want to live to 100, study finds. Here’s how retirement is changing
Despite fears of outliving savings, most Americans still want to live longer, a study on longevity and retirement shows. Nearly 70% of Americans want to...
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Here’s why a Roth individual retirement account conversion may pay off in a down market
Morsa Images | E+ | Getty Images Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. But there...
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Your new ‘retirement’ home could be a cruise ship
Jeff Farschman, 72, is a serial cruiser from Delaware who spends months at sea in retirement. Jeff Farschman For nearly two decades, Jeff Farschman, 72,...
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Worried about a recession? Here’s how to prepare your portfolio
FG Trade | iStock | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. “We all understand...
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Here’s how much cash retirees need to weather a stock market downturn
Luminola | E+ | Getty Images Amid high inflation and rising interest rates, there are fears of a prolonged stock market downturn, and some retirees...
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Here’s where I bonds may work in your portfolio, according to financial advisors
I bonds are currently paying 9.62% annual interest through this October, presenting an opportunity for investors with a range of goals, according to financial experts....