Education Center » Nearing Retirement 

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familyLate life divorce and your finances

Divorce can throw a family’s finances into a state of turmoil. For couples divorcing after age 50 who have been married for a long time, it can be particularly messy—even if the divorce is amicable...read more

LeisureTake a one-big-happy-family vacation!

Traveling together is a chance for far-flung relatives to reconnect — and for siblings to decide they really like each other. Here are some tips for planning your own family getaway...read more

WorkA working retirement

Planning to continue earning a paycheck in your later years? Here are four things to keep in mind...read more

givingNamed as executor? Get organized and seek help

Being named an executor of an estate is a significant responsibility, but you don’t need to be a legal or financial expert to do a good job. Getting your details organized and then seeking professional advice can take you a long way...read more

WorkWhen should you take Social Security?

If you're approaching retirement, you may be thinking about Social Security. Here are some of the facts to consider as you decide when to start receiving your Social Security benefits....read more

HealthYour guide to Medicare: 5 key questions answered

At age 65, you're finally eligible to enroll in Medicare and reap some benefits from a program you've contributed to all these years. Yet, getting the most out of Medicare can be overwhelming ...read more

FinanceWhat you need to know about turning 70 1/2

You may not plan to celebrate turning 70½ with a birthday cake and candles, but it's a big milestone...at least when it comes to your retirement assets. If you don't need to tap your tax-advantaged retirement account for income during the early years of your retirement, it's a good idea to delay distribution for as long as possible...read more

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