Resources to help you plan for a happier and more secure retirement

By: Dennis Ho

Looking for answers to your retirement questions? We’ve pulled together a terrific set of articles from across the web to help you plan for everything from asset allocation to applying for social security.

Retirement Planning

The Retirement Guidebook (The HumbleDollar)

How to create a retirement policy statement (Morningstar)

10 steps to get ready for retirement (AARP)

Social Security Guidebook (CNN)

The 10 most tax-friendly states for retirees (Kiplinger)

How to decide if long-term care insurance is for you (Saturday)

Medicare and Social Security

10 ways to make the most of Medicare (US News)

What you should know about Medicare costs (CNBC)

How to maximize Social Security (MoneyWise)

Social Security tips for couples (The Balance)

Asset Allocation

How to invest after you retire (Kiplinger)

The bucket investor’s guide to setting asset allocation for retirement (Morningstar)

Income Annuities

How to protect your retirement with income annuities (Barron’s)

Laddering annuities to hedge your bets (Kiplinger)

How a QLAC annuity can help defer your taxes in retirement (Saturday)

Retirement Life

Living your best life in retirement (Mayo Clinic)

10 retirement lessons from a retirement pro (Marketwatch)

How to take steps toward a happy retirement (The Balance)

Other Resources

Social Security benefit planners and calculators (Social Security Administration)

Getting started with Medicare (

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