Before you claim
The age you claim Social Security affects the amount of monthly benefits you’ll receive. We’ll help you think through this decision.
Your retirement income
Deciding when to take social security and how to use your pension are some of the most important decisions you can make in retirement.
Protect your retirement pension
If you are considering a pension advance, follow these dos and don’ts.
When will you claim Social Security?
The amount of your monthly Social Security retirement benefit depends on the age at which you claim.
Considering a lump sum pension payout? Consider these tips.
While a lump sum payout can give you the flexibility of choosing whether to invest or save your money, there are risks, too.
Pension advance traps to avoid
Pension advances may seem like a quick fix to your financial problems, but they could be a scam.
Your home and retirement
Your home and the equity you have accrued can provide a safety net for your retirement years.
What is a home equity loan?
Learn how home equity loans work, and whether it’s a good idea to borrow against the savings you’ve built up in your home.
Considering a reverse mortgage?
If you are thinking about borrowing a reverse mortgage loan, be sure to carefully consider all your options.
Don’t be misled by reverse mortgage advertising
Don’t be fooled by reverse mortgage advertising that doesn’t mention the risks.
Steps you should take if you have a reverse mortgage
Reverse mortgages can affect others in your home.
Planning for the future
Because you are likely to spend 20 or more years in retirement, you may need help making financial decisions as you age.
Need help managing your money or someone else’s?
If you need help managing your finances or you’re helping someone else, this guide will clarify your role and responsibilities.
Plan for financial decisions as you age
As we age, sometimes we lose confidence in our ability to manage our own money and property.
Managing your debt
More older consumers are carrying debt into retirement. Learn how to prevent debt from jeopardizing your financial security.
Three tips to keeping your retirement plan on track
Many seniors are paying a mortgage well into retirement. If you’re one of them, make sure it doesn’t throw a wrench into your retirement plans.
Four tips for older student loan borrowers
Struggling to make monthly federal student loan payments, or wondering about your responsibilities as a loan co-signer?