Browsing: Retirees

People often say you should live without regrets. Yet for many, looking back with some sorrow over past choices is simply part of being human—especially in…

Zero Creatives | Connect Images | Getty ImagesMore from Financial Advisor Playbook:Here’s a look at other stories affecting the financial advisor business.If you’re age 70½ or…

M Swiet Productions | Getty ImagesAs a financial planner in the early 90s, William “Bill” Bengen confronted a question that still puzzles aspiring retirees today —…

Many federal employees and retirees are planning to travel overseas in the summer and fall. There is always lots of planning associated with traveling, especially when…

Earlier in July, President Trump signed into law the “One Big Beautiful Bill Act” of 2025 (OBBBA). Many individuals including federal employees and retirees are asking…

Missing Medicare enrollment deadlines, delaying Medicare enrollment and choosing the wrong type of Medicare enrollment (Original Medicare versus Medicare Advantage) can potentially cost a federal retiree…

Almost all federal retirees enroll in Medicare Part A (Hospital Insurance) when they become age 65. Many federal retirees also enroll in Medicare Part B (Medical…

  Most federal retirees are eligible to enroll in Medicare at age 65. Almost all retirees are enrolled in Medicare Part A (Hospital Insurance) and many…

WASHINGTON, DC – APRIL 02: U.S. President Donald Trump holds up a chart while speaking during a … More “Make America Wealthy Again” trade announcement event…

Lordhenrivoton | E+ | Getty ImagesRetirees may think moving all their investments to cash and bonds — and out of stocks — protects their nest egg…