Roger Brown Insurance

Many retirees aren't downsizing, they're upsizing. What's driving this trend?

Op-ed: More boomers are choosing to 'upsize' their homes in retirement Rather than downsizing, retirees are starting to upsize, moving to bigger homes in their golden years. They're doing it for all sorts of reasons.

Do young Americans need better financial guidance? Many leaders think so, and several state legislatures are turning their attention to the issue of financial literacy education.

Pandemic Helps Stir Interest in Teaching Financial Literacy Two dozen states are considering bills on the subject. Proponents say student debt and heightened interest in economic inequality are behind the efforts.

Make sure you understand the current rules surrounding required minimum distributions from retirement accounts.

Tax Time Guide: IRS reminds taxpayers of recent changes to retirement plans | Internal Revenue Service IR-2021-57, March 16, 2021 — The Internal Revenue Service today reminded taxpayers about the rules for required minimum distributions (RMDs) from retirement accounts.