From the office
Retirement Insights
Plain-English articles on retirement income, Social Security, taxes, and estate planning, reviewed by Paul McNulty, CFP®.
Retirement Planning
What Should You Do When You Turn 65?
Medicare enrollment windows, Social Security timing, and the plan review worth doing the year everything changes.
Read moreRetirement Planning
Should You Do a 401(k) Rollover?
Leaving work means deciding what happens to your 401(k). Here are the four options and what to weigh before you move a dollar.
Read moreFinancial Planning
Financial Planning for Single, Divorced & Widowed Women
Planning on your own brings different questions, from survivor benefits to making one income plan last.
Read moreRetirement Planning
The Difference Between 401(k)s and Pension Plans
One promises a paycheck for life; the other puts the decisions in your hands. What that means for your retirement income.
Read moreTax Planning
What to Do When You Turn 73
Required minimum distributions begin, and the way you take them can shape your tax bill for years.
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How Much Money Do You Need to Retire?
There is no magic number that fits everyone. What matters is whether your income sources cover the life you want.
Read moreSocial Security
The Trouble With Retiring at 62
Claiming Social Security early is permanent. A look at the trade-offs before you file.
Read moreInvestment Management
Lump Sums Versus Lifetime Payments
A pension decision you usually cannot undo. How to think through taking the monthly check or the lump sum.
Read moreFinancial Planning
4 Questions to Ask Yourself Before You Retire
When could you retire, what will you spend, where will income come from, and what changes if the market drops?
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