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What Happens When There Are No BeneficiariesWhere do those accounts and policies end up?Provided by AAA RetireSome accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an...

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY AAA RETIRE- July 2022QUOTE OF THE MONTH“Often we don’t even realize who we’re meant to be because we’re so busy trying to live out...

In case you didn’t know, June is National Internet Safety Month. With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been...

As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....

Monthly News and Information for Current and Future RetireesPresented by AAA Retire – June 2022Quote of the Month"The question isn't at what age I want to retire, it's at what income."- George ForemanHealth Savings Accounts for...

Little things to keep in mind for life after work.Presented by AAA RetireDecades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss certain...

Monthly News and Information for Current and Future RetireesPresented by AAA Retire – May 2022Quote of the Month"Age is just a number. Life and aging are the greatest gifts that we could possibly ever have."- Cicely...

What do The Dukes of Hazzard, M*A*S*H, and The Love Boat all have in common? They were top-rated television programs in 1982; the last time inflation was hovering in the 7% range.When inflation is running hot, you can feel its...

Monthly News and Information for Current and Future RetireesPresented by AAA Retire- April 2022Quote of the Month“To me, retirement means doing what you have fun doing.”- Dick Van DykeA Spring Cleaning for Your Retirement...

Even those who have saved millions must prepare for a lifestyle adjustment.Provided by AAA RetireA successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or...

Monthly News and Information for Current and Future RetireesPresented by AAA Retire - March 2022Quote of the Month“The biggest adventure you can ever take is to live the life of your dreams.”Oprah WinfreyA Strategy for...

Monthly News and Information for Current and Future RetireesPresented by AAA Retire - February 2022Quote of the Month“You can’t be that kid standing at the top of the waterslide, overthinking it. You have to go down the...

It’s a new year, full of new possibilities for what may lie ahead.Provided by AAA RetireBy any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same...

Higher than normalProvided by AAA Retire, LLCMedicare's premiums and deductibles have seen a larger-than-expected rise this year. For example, Medicare Part B monthly premiums have risen to $170.10, a 14.5% increase. The deductible for...

Brings New Life Expectancy TablesProvided by AAA Retire, LLCFor the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement...

It’s a new year, full of new possibilities for what may lie ahead.Provided by AAA RetireBy any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same...