Looking for a Long-term Care Solution?

The retirement we have today is not the same as the retirement that our parents had. In many cases, this statement is coming to life through a concept called forced […]

Estate planning and writing a will isn’t just for the rich and famous. If you have dependents and/or any assets at all — a house, a car, jewelry, a bank […]

Retiring abroad can have major benefits. These include less expensive healthcare, a lower cost of living without lowering the standard of living, and a change of pace and scenery. If […]

Fantasizing about retirement is part of the fun of planning for the future, especially as middle age moves on and career aspirations begin to wane. Whether you have a family, […]

Where you choose to live in retirement may be based on your life circumstances such as the need, or desire, to be in relatively close proximity to family, part time […]

Retirement income typically comes from pensions, annuities, IRAs, social security, and from investment accounts. Now, many employers are phasing out traditional pension plans that pay either a lump sum or […]

Retirement is something most people start dreaming about early on in their professional lives. Now whether that dreaming is tied to active or passive planning is a different matter entirely. […]

Retiring comes with many perks, ranging from spending days away from an office to having more time for travel. For many people, retirement also comes with another major advantage: an […]

If you’re caught in the “money mistakes” cycle, watch this interview with financial professional Cathy DeWitt Dunn on Fox 4 News KDFW in Dallas, Texas. Fox 4’s Jenny Anchondo and […]

Are you anticipating spending more time seeing the sights or finding your ideal spot and putting your feet up? Looking forward to life in retirement responsibly means undertaking a meaningful […]

Disclosure: Not associated with or endorsed by the Social Security Administration or any other government agency. If you’re led to believe that you can rely on Social Security to provide […]

Disclosure: Not associated with or endorsed by the Social Security Administration or any other government agency. For anyone who’s interested in maximizing their social security benefits, there are a few […]

Vacation budgeting is a must when times are tough, but there are things you can do to cut costs when planning your trip. In this Fox 4 News segment, “Can […]

Of all the retirement tools available, 401(k)s are among the most popular. Offered primarily through one’s employer, 401(k)s offer a secure way to invest in the future through your employer […]

Retirement myths typically emerge from outdated or exaggerated information that is no longer accurate or applicable to retiring in the 21st century. The financial landscape surrounding retirement is no longer […]

Have you considered adding a tax-free retirement strategy to your overall retirement plan? A well-rounded retirement plan should include multiple income streams – at least one of which should be […]

There can be several differing circumstances when it may be required for you to take over one or both of your parents’ finances and budget. As parents age, their needs […]

Deciding when to begin receiving Social Security is a very personal decision that should be given serious consideration that involves weighing several key factors. The process can be a complicated […]

While fee-based brokerage accounts may make sense for a lot of investors, clients who trade infrequently may be getting the short end of the stick. Infrequent traders should beware ‘reverse […]

It’s a sad fact of life: the more health care services improve, the more expensive costs become. Even in light of recent health care legislation, medical costs continue to soar, […]

If you are in or approaching retirement, now is the time to have “the talk” with your family about how you will approach the prospect of planning for long-term care. […]

Retiring early, before Social Security and Medicare benefits kick in, requires that a significant portion of your pre-retirement income be maintained by some means that is likely to continue for […]

With the stroke of a pen, President Obama directed the Treasury Department to establish new retirement savings accounts aimed at workers with limited access to traditional retirement accounts. The signature […]