Articles & Books From Retirement

Article / Updated 08-31-2023
Protecting your retirement funds from disaster is a critical part of retirement planning. That’s where insurance comes in. You want to make sure your plan can withstand an unexpected event. Typically, health scares are the culprits in disrupting a plan, but home and auto accidents can be major expenses, too. Find your insurance declaration pages.
Cheat Sheet / Updated 04-14-2023
Inflation has become a big part of our lives lately. You need help to quickly determine just how much of a bite inflation takes out of, or will take out of, your hard-earned money, especially when you need precise and tailored calculations.This Cheat Sheet summarizes some important factors to keep in mind when you're considering retirement plans like Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs).
Cheat Sheet / Updated 12-07-2022
Knowing how to build your 401(k) retirement plan, devising investment strategies, and making the most of your plan can all help to financially secure your path to retirement. During economic difficulties, you may be tempted to tap into your 401(k) funds, but most often, you're much better off financially if you can leave the funds alone.
RRSPs & TFSAs For Canadians For Dummies
Get the low-down on Canadian savings plansRRSPs & TFSAs For Canadians For Dummies will give Canadians a crash course in saving, investing, and holding their money in RRSPs and TFSAs. Readers will find the latest in Canadian tax laws, get the low-down on minimum and maximum balances, and real life examples to set themselves up for a stable financial future.
Explore Book
401(k)s & IRAs For Dummies
From the basics down to investing, get the most out of your 401(k) and IRA in any economic environment  When you’re ready to start setting aside (or withdrawing) money for your retirement—whenever that might be—401(k)s & IRAs For Dummies is here for you! It covers both types of retirement plans because they each have valuable tax benefits, and you may be able to  contribute to both at the same time.
Explore Book
Cheat Sheet / Updated 10-01-2021
When you’re ready to start setting aside (or withdrawing) money for your retirement — whenever that might be — take a look at the valuable benefits of each of these types of retirement plans. Consider investment recommendations including bundling, pre-tax contributions, and how life circumstances may change your opportunities.
Cheat Sheet / Updated 03-14-2021
No two retirement plans are completely alike. You may have heard that you’ll have a comfortable retirement if you save a certain amount of money by a certain age. “Just save a million bucks and you’re good,” such advice goes. But how long a million dollars will last in retirement is up to you, which you can figure out pretty easily.
Navigating Your Later Years For Dummies, Portable Edition
As we get older, a host of complicated decisions awaits us, and many of us tend to put them off. Now, there’s a handy guide to help you organize your thoughts and determine what’s best for you. The book covers just about every issue you could face in the future, including whether to stay in your current home, health insurance options, and the creation of wills, trusts, advance directives, and more.
Explore Book
Article / Updated 03-04-2020
If you’re like most retired people, you and your partner will spend $285,000 for medical expenses in today’s dollars over the course of your retirement, says Fidelity Investments. And that doesn’t include the costs of long-term care, such as assisted living or a nursing home.To best prepare for healthcare costs in the future, begin by taking certain steps while you’re still working.
Article / Updated 03-04-2020
Your IRA is an important part of your overall retirement plan. One of the great perks of using an IRA is the full control you have over it. You’re free to choose the financial firm you’ll work with and your investments. But this extra control means you’ll have to do some additional legwork to get things set up to your specifications.