retirement planning
For Many, Social Security is the Footing for a Sound Retirement
Despite rumors of Social Security’s impending problems (in fact, many use the term “bankruptcy”), rational, informed financial planning for retirement needs to consider the place that this benefit program holds for seniors. Marcia Mantell, founder and president of Mantell Retirement Consulting, Inc., in…
Reverse Mortgages and Their Current Use in Retirement Financial Planning
The NerdWallet’s Liz Weston examines the current state of reverse mortgages and the role that they can play in retirement financial planning following recent changes in the law. Whether it’s portfolio protection, debt reduction, or supplemental income, changes mandated by…
Tax Planning, Social Security, and Retirement Planning: A Primer for the Savvy Widow
For widows (and widowers, for that matter) wrestling with the decision on when to retire, it’s a good idea to think strategically and weigh a variety op options before taking the plunge. For example, understanding the benefits of working longer than…