Reaching Retirement—Now What?
Financial planning doesn’t stop once you’re retired. Read this week’s Financial tIP to help your savings last throughout your retirement.
Tax Strategist: How Much Do I Need to Put Aside for Retirement?
A frequently asked question is, “How much do I need to put aside for retirement?” The answer to that question varies with each individual. There a number of factors to consider: the amount of your current income, savings and assets; how many years until you plan to retire; the retirement lifestyle you desire, and what you can afford to put aside.
Investing in Your 401(k)
We discuss 401(k) enrollment season and addresses some of the most common questions about these plans.
Military Benefits
Retired U.S. Navy Cmdr. Mike Quinlan joins "Money Talks" to discuss the benefits available to those who enlist in the U.S. military.
Q&A: Bonds, Margin Interest and Annuities
The "Money Talks hosts answer listeners’ questions on bonds, margin interest and annuities.
Considering Delaying Retirement? A Financial Plan May Help You Decide
Bil Lako, CFP® and Dr. Gene Henssler discuss why some seniors have considered delaying retirement.
Annuity or Not?
We answer a “Money Talks” question about an annuity for inherited retirement funds.
Retirement Numbers Are Just Numbers—Not a Financial Plan for Retirement
Dr. Gene and Bil Lako, CFP®, discuss retirement numbers and how the Ten Year Rule is applied to a retirement account.
When to take Social Security?
Financial Planners Bil Lako, CFP® and Wes Hackney, CFP® discuss when to collect Social Security benefits.
Health Care Coverage in Retirement
If you are approaching retirement, before you plan your party, you need to consider how you will pay for health care coverage once you are no longer employed. Many retirees significantly underestimate how much they need to pay for medical expenses. For a close look at the questions you need to find answers to and items to discuss with your financial planner about health care in retirement, read this Insurance Know-How.