Expenses

health and retirement planning

My parents are close to retiring. They are thinking about how much money they will have and what kinds of activities they will want to do once they have more free time. What should they be thinking about when it comes to planning for health expenses?

Up to 64% of American Households at Risk of Failing to Maintain their Standard of Living in Retirement

The Center for Retirement Research at Boston College released a brief and an update of their National Retirement Risk Index (NRRI).  A link to the brief summary can be found here.

The NRRI shows the percentage of American Households that are at risk of failing to maintain their standard of living in retirement.  The index shows that 44% of American households are at risk.  This figure increases to 61% when healthcare costs are included, and to 64% when the...

High expenses or fees are one criticism I have heard regarding annuities. Can you explain the fee structure around annuities?

Annuities are products that combine insurance and, in the case of variable annuities,

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What types of fees should an annuity investor expect to pay?

It depends upon whether it is a

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