Retirement Planning

How to Get Social Security and Medicare When Living Abroad
Social Security

How to Get Social Security and Medicare When Living Abroad

William Meyer | May 2, 2018

When you live outside the US, some of the rules for Social Security and Medicare are the same and some are different. How to get the most benefits.

Meet the Expert: Adriane Berg
Retirement Living

Meet the Expert: Adriane Berg

Adriane Berg | April 24, 2018

In this video, Bottom Line Inc President Sarah Hiner introduces Adriane Berg, founder of Generation Bold, a marketing, branding and business-development firm that specializes in the boomer and active senior markets.

Why Bird Watching is the Best Activity You Can Take Up as You Grow Older
Aging for Beginners

Why Bird Watching is the Best Activity You Can Take Up as You Grow Older

Adriane Berg | April 3, 2018

The rewards of bird watching are wide and deep, including healing, adventure, family fun, lifelong learning and even deepening your relationships.

An RMD Fund
Retirement Planning

An RMD Fund

Dana Anspach, CFP | April 2, 2018

To help you meet required minimum distributions, you consolidate all your IRA assets into the RMD fund corresponding closest to the date you turn 70 ½.

How to Get Rid of Your Stuff…for Retirement Freedom!
Aging for Beginners

How to Get Rid of Your Stuff…for Retirement Freedom!

Adriane Berg | March 20, 2018

All those books about decluttering—even best sellers—fail to recognize what you are: a real person with real feelings!

How to Find Your Bliss After Retiring
Aging for Beginners

How to Find Your Bliss After Retiring

Adriane Berg | March 13, 2018

Bliss is not the same as happiness—and bliss in retirement is something you can make happen for you.

Are You Too Young to Be Happy?
Aging for Beginners

Are You Too Young to Be Happy?

Adriane Berg | March 6, 2018

Our youth-centered culture has fooled even older people into thinking that younger = happier. Guess what? You’ll get happier as you age.

Choose Your Self-Employed Retirement Plan—Starting Right Here
The Pay-Less-Tax Man

Choose Your Self-Employed Retirement Plan—Starting Right Here

Edward Mendlowitz, CPA, ABV, PFS | January 8, 2018

If you’re self-employed, you need to set up a retirement account yourself to cut taxes and insure your future. Here are different plans to choose from.

Beware These 6 Big Social Security Mistakes
Social Security

Beware These 6 Big Social Security Mistakes

Laurence J. Kotlikoff, PhD | November 30, 2017

If you haven’t yet started collecting Social Security retirement benefits, you owe it to yourself to avoid these seven costly mistakes.

Anyone Can Start Their Retirement Today—the Millennials Have
Common Threads

Anyone Can Start Their Retirement Today—the Millennials Have

Sarah Hiner | November 2, 2017

Millennials can teach us about retirement. They already focus on work life balance & financial planning. Lessons to learn. Bottom Line's Sarah Hiner shares.

You Can Spend More Than You Think in Retirement
Retirement Planning

You Can Spend More Than You Think in Retirement

Meir Statman, PhD | October 20, 2017

Retirees often are warned not to overspend. But some retirees have the opposite problem—they underspend.

Inherited an IRA? What You Need to Know
The Pay-Less-Tax Man

Inherited an IRA? What You Need to Know

Edward Mendlowitz, CPA, ABV, PFS | September 15, 2017

IRAs are fraught with tax traps and complicated transfer rules, making the unaware subject to unexpected and potentially high taxes and penalties.

Even These Small Money Mistakes Can Jeopardize Your Retirement
Retirement Planning

Even These Small Money Mistakes Can Jeopardize Your Retirement

Bill Losey, CFP | August 16, 2017

Despite years of planning, retirement can bring many surprises. Along with the excitement and freedom that come from ending a…

9 Tricky Terms: Deciphering Social Security Language
Social Security

9 Tricky Terms: Deciphering Social Security Language

Laurence J. Kotlikoff, PhD | June 25, 2017

Part of what makes the Social Security system so tricky is the language used to explain it. Here’s how to understand Social Security language.

Answers To Your Tricky Social Security Questions: Part 2
Social Security

Answers To Your Tricky Social Security Questions: Part 2

Laurence J. Kotlikoff, PhD | March 27, 2017

In "Answers to Your Social Security Questions", we looked at some important and tricky questions about Social Security eligibility and…