3 Tricky Decisions for Every Retirement Plan

retirement planning

Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities. When it comes to retirement planning, there are a few items that you can safely put in the “settled business” pile. In this era of ultra-low yields, for example, it’s a given that most retirees will need to have ample equity exposure…

Read More

Wednesday Q&A How can I track down an old life insurance policy?

How can I track down an old life insurance policy? Gregory helps a Winning at Life caller find out about life insurance company safeguards and how he might track down a forgotten policy. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to…

Read More

If you didn’t save as much for retirement as you wanted last year, you have until July 15 to make contributions

running

Personal Finance Insider writes about products, strategies, and tips to help you make smart decisions with your money. We may receive a small commission from our partners, like American Express, but our reporting and recommendations are always independent and objective. The federal tax deadline is July 15, which means there’s more time to contribute retirement savings to…

Read More

How Companies Are Capitalizing On Tech To Reach A Generation

generations

Even though they’re not widely viewed as being as “tech-savvy” as their Millennial offspring, Baby Boomers are embracing tech at a surprising rate. In fact, 73% of people over 60 use a smartphone. They’re using tech to get the most out of life, especially as they begin to retire. But Baby Boomers aren’t eager to spend their golden years in hospital beds…

Read More

Winning at Life: Do You REALLY Need Life Insurance?

Louis in Kenner just had his 10 year term life insurance expire, and the renewal rate is too expensive. His kids are doing great, and it seems more economical to set aside money for the funeral costs than repurchase or renew a life insurance policy. What does Gregory recommend?

Read More