The Boomer

How to Spot Danger Zones in Your Retirement Plan

While no one could have predicted exactly what was going to happen in the wake of the 2007 housing crash that demolished a large part of many boomers’ retirement funds, it’s important that we learn from the experience and better insulate ourselves from future gyrations.  

5 Retirement Moves Boomers Should Make in 2014

Financial security in retirement doesn’t just happen, it takes years of commitment and planning. Here’s how to get your retirement plan back on track in the new year.

Tax Moves Boomers Should Make Now

Tax planning isn’t a fun topic at any point in the year, but it can definitely be a drag during the holiday season. But for baby boomers who are on a fixed income and are either nearing or in retirement, year-end tax planning is the key to avoid overpaying on their taxes.

What Boomers Can Be Thankful for This Year

The bulls have been running on wild on Wall Street this year as the housing market continues to show strength, and boomers have a lot to be thankful for this year.

Job Hunting Tips for Baby Boomers

While the labor market continues to make a slow recovery, baby boomers face particularly tough hiring prospects. Here’s what they have to do to showcase their skills and overcome any stereotypes to prove to hiring managers their worth.

Tips for Picking the Right Life Insurance Plan

Talking about death can be an uncomfortable conversation for anyone, but proper financial planning can ease any nerves that your family will be taken care of after you're gone.

Warning Signs of Elder Financial Exploitation

Whether the fraudsters are  unscrupulous financial professionals, dishonest family members or complete strangers, senior financial abuse spans a broad spectrum of conduct and they targeting people of all levels of income.

What Boomers Need to Know for Medicare Open Enrollment Season

Medicare open enrollment is just around the corner, and this season could be a busy one with many seniors looking for a new plan because of changes coming to Part D and the launch of the new federally-run health insurance exchanges.

The New Retirement Outlook: Priorities Shift Among Retirees

Long gone are the days of retirees wanting to spend their golden years relaxing on the golf course or on the beach, it’s about healthy living, remaining in the work force and helping their children purchase homes, pay for college help care for grandchildren—all of which require detailed financial planning.