Financial Living Blog

Planning for Health Care in Retirement

Sep 14, 2022 9:13:23 AM

Planning the next chapter of your life is an exciting experience. But there’s a good chance you’re worried about at least one thing: health care. Consider that a PricewaterhouseCoopers financial wellness survey consistently found health care costs as one of the biggest concerns about retirement among all age groups.

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Preparing for a Stock Market Recovery

Sep 8, 2022 9:08:37 AM

Market downturns are emotionally challenging for most investors. Seeing multiple down days can make you feel as if the market will never recover. After all, psychological research has shown people tend to feel the pain of a financial loss twice as intensively as the pleasure of a gain.

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Stay or Go: How Rate Hikes Impact Your AT&T Pension

Aug 31, 2022 10:18:49 AM

By helping people get the most from their AT&T retirement benefits, we tend to focus on the things we can control. How much to save in the AT&T 401(k) plan. What funds to invest in. Which pension to choose – lump sum or monthly annuity. What about the things we can’t control?

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What to Consider Before Buying a Fixed Annuity

Aug 24, 2022 9:12:55 AM

For some people, the road to a comfortable and secure retirement leads them toward buying an annuity. These insurance products are heavily marketed for attractive features, such as income for life and protection from market declines.

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Importance of Bonds in Your Portfolio

Aug 17, 2022 10:02:33 AM

Bonds are kind of the “rocket science” of the investment world. They can be relatively complex, coming in the form of different maturities, coupons, yields, qualities and durations from a variety of issuers. Again, rocket science.

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Navigating TSP Withdrawals While Working and in Retirement

Aug 10, 2022 9:38:32 AM

The Thrift Savings Plan, or “TSP,” can often seem like an underrated part of the FERS program. Compared to the FERS pension, it may feel less valuable. In fact, your TSP can be the difference in achieving the retirement you’ve always wanted.

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Do You Need a Roth Conversion as You Prepare for Retirement?

Aug 3, 2022 9:49:38 AM

A Roth IRA provides several advantages in retirement when you start to use your savings for income. And, transferring funds from your traditional individual retirement account to a Roth IRA is often a terrific tax strategy.

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How to Save for the Three Different Types of Financial Goals

Jul 27, 2022 9:06:27 AM

Financial goals are never-ending. No matter your age or level of happiness, there’s always something you would like to use your hard-earned money for.

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What to Know About AT&T Retirement Survivor Benefits

Jul 20, 2022 9:39:28 AM

As a married couple, part of creating a secure financial future involves planning around the unfortunate passing of the other. Just imagine if your spouse has to take control of the household’s finances without knowing what funds are rightly owed to him or her.

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Traditional 529 Plan or Prepaid 529 Plan – Which Is Right for You?

Jul 13, 2022 9:44:56 AM

Here’s something that’s painfully obvious to all parents: college is expensive. The total average cost of a four-year, in-state public college is $90,760, according to the College Board. And, that cost is expected to only grow larger as college tuition and fees outpace inflation.

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