The Boomer

According to government figures, at least 70% of people over age 65 will eventually require some form of help with personal care, here's what baby boomers need to know about choosing long-term care insurance. 

Eligible individuals have until the end of the year to weigh their options for the Medicare Advantage and Medicare Part D prescription drug plans. Here's a quick guide on what you need to know. 

Long-term care is expensive, health-insurance Robert Quinlan gives three alternative insurance plans to help you pay for it. 

Rising interest rates will impact everything from your cold hard cash to your 401(k) to your mortgage. Here's how.....

Any rise in interest rates will be a slow cycle, so stay focused on the long-term and avoid short-term noise.

Most presidential candidates lack a solid plan to fix Social Security and AARP wants some answers. Only 10% of Americans ages 25 to 69 are 'very confident' they will get as much as Social Security delivers today, and 18% believe they will get nothing..

With the 2016 election fast approaching, Baby boomers, 80 million strong, should have the attention of both political parties. The future of our healthcare system is the top concern of the boomer generation.

The Department of Labor has a new proposal aimed at protecting your investments. While well intended there may be some pitfalls.

There will be no cost of living adjustment (COLA) for seniors in their Social Security checks in 2016.  Effective since 1975, seniors have received these automatic benefit increases every year with the exception of 2010 and 2011.

Many boomers have life insurance plans that we purchased 20 or more years ago, but now that we are close or in retirement, our lives and financial situations are different, and our life insurance needs have evolved.  

The holidays are here and usually the furthest thing from our minds is our 2015 tax return. But you can take steps you now, before the end of the year, to increase your tax refund next year or lower the taxes you may owe.

Caregivers may be eligible for tax breaks for taking care of an elderly person if they meet certain requirements.

Tax strategy in retirement plays an important role in just how ‘golden’ life is after leaving the workforce.

You’ve worked hard to create your nest egg for retirement, don’t lose more than you have to because of Uncle Sam.

Congress allowed 55 tax breaks to expire at the end of 2013. Here's a look at what this means for boomers' tax returns.

Boomers in retirement no longer have to worry about workplace hassles. But they still have to deal with the taxman. Here’s how to choose the right tax preparer.

When couples are several years apart in age and one spouse wants to retire earlier than the other, retirement can be a tricky transition. 

A number of adventurous baby boomers who don't want to spend their golden years in a retirement community are choosing to retire overseas. Here’s why.

You've been saving for retirement for decades, and now the day has come to start spending it. Where do you start?

Heading to warmer weather when winter rolls in sounds like a comfortable retirement plan, but it comes with a lot of tax and financial implications.