Retirement Planning

For Retirement Withdrawals, 3% is The New 4%
Retirement Planning

For Retirement Withdrawals, 3% is The New 4%

David Blanchett, PhD, CFP, CFA | May 15, 2021

Low interest rates mean you have to cut back on your withdrawals to avoid running out of money before you die.

How to Protect Inherited Retirement Accounts Under New Federal Law
Retirement Planning

How to Protect Inherited Retirement Accounts Under New Federal Law

Ed Slott, CPA | May 26, 2020

Although the new federal law called the Secure Act provides many advantages for people with retirement accounts

Be Cautious When Naming Beneficiaries for Your IRA
Wealthy and Wise

Be Cautious When Naming Beneficiaries for Your IRA

Gideon Rothschild, Esq. | February 18, 2019

As many readers are aware, IRAs can offer many benefits including the ability to defer taxes on the money placed…

Best Way to Earn a Few Extra Bucks…or A Lot…In Retirement
Retirement Planning

Best Way to Earn a Few Extra Bucks…or A Lot…In Retirement

Nancy Collamer | October 26, 2018

Whether you want extra spending money or to bulk up your nest egg, there are plenty of ways for retirees to make $10,000, $25,000, or $50,000+.

An Annuity Gains Appeal
Retirement Planning

An Annuity Gains Appeal

Stan Haithcock | August 30, 2018

Retirees are turning to deferred income annuities in droves to address concerns about market volatility and outliving their nest eggs.

There Is Beauty in Old Age: How Two Guys From the 19th Century Influenced Today’s Images of Aging
Aging for Beginners

There Is Beauty in Old Age: How Two Guys From the 19th Century Influenced Today’s Images of Aging

Adriane Berg | August 21, 2018

Who gives old people the most “modern” parts in plays and movies? Gilbert and Sullivan! Here’s how their portrayals teach us a thing or two today.

Tee-talk: How Your Shirt Can Change the World
Aging for Beginners

Tee-talk: How Your Shirt Can Change the World

Adriane Berg | July 24, 2018

To get your message out there in a human way, there’s no better bang for your buck than a custom message T-shirt. It’s easy, cheap and fun.

5 Mistakes to Avoid When Retiring Early
Retirement Planning

5 Mistakes to Avoid When Retiring Early

Wes Moss | May 24, 2018

Early retirement might be wonderful if you can afford it…but there are some very dangerous ways that many early retirees sabotage their own retirements.

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.

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.

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.

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.

Retirement Income for Life
Retirement Planning

Retirement Income for Life

Michael ­Finke, PhD, CFP | July 6, 2016

Here’s a New Way to Get It Do you think you’ll live past 85? If so, there’s a surprisingly attractive type…

Financial Help for Seniors
Retirement Living

Financial Help for Seniors

Jim Miller | April 25, 2016

Retirement is not “golden” for all seniors. More than 25 million Americans age 60 and older are living with limited…

How to Get Bonus Cash for an IRA Deposit
Retirement Accounts

How to Get Bonus Cash for an IRA Deposit

Sheryl Garrett, CFP | April 29, 2015

Fidelity Investments, the giant brokerage firm, has put a new twist on getting cash bonuses for investing in an IRA.…