Retirement Articles

  1. Mortgage Broker vs. Direct Lenders: Which Is Best?

    There are key differences between mortgage brokers and direct lenders. Here's how to choose which is best for you.
  2. Real Estate Speculation In College Towns

    Is buying real estate in a college town an investing option you should consider? Find out here.
  3. How PMI Insurance is Different than Home Insurance

    Homeowner's Insurance and Private Mortgage Insurance are both common requirements of closing on a mortgage, but each has ...
  4. Tips for Effective Charitable Giving Before Year-End

    Before donating, here are some helpful tips to protect both your wallet and generous heart.
  5. Make a Successful Transfer from Military to Civilian Jobs

    Here are several tips to help during your transition from the military to a civilian job.
  6. How to Talk to Your Family About Christmas Gift Budgets

    Talking Christmas gift budgets with family members can be hard, but having the talk will help you stay on track financially. ...
  7. Metromile Insurance Review: Is Pay-Per-Mile Worth It?

    Metromile insurance rates are based on mileage rather than a flat rate. But is it a deal or not? Check out this Metromile ...
  8. Talking Toys That Spy on Your Child

    Two seemingly innocent talking toys available for sale this holiday season are able to eavesdrop on your family and could ...
  9. PayJoy Offers Cheap Pay-to-Own Smartphone Financing

    PayJoy is a pioneering startup that offers pay-to-own smartphone financing plans that are cheaper than most in-store options, ...
  10. Co-insurance vs. Co-pay: The Difference Matters

    When looking at co-insurance vs. co-pay healthcare policies, understanding the difference could save you a bundle on medical ...
  11. Why 2016 Is the Year to Start a Donor Advised Fund

    With possible changes to taxes looming next year, 2016 may be the time to start a donor-advised fund.
  12. The Average Cost of a Senior Financial Scam? $36,000!

    The problem of financial scams targeting seniors may be greater than previously thought.
  13. How Advisors Can Avoid Common CRM Mistakes

    These five tips will help advisors avoid common mistakes made when using CRM solutions.
  14. Are You Earning Income or Building Wealth?

    Simply having income does not mean that you also have significant wealth.
  15. Muni Bond Returns Feel the Pain as Rates Rise

    Prices are starting to drop as an interest rate hike looms.
  16. Will You Have Enough? Use a Financial Plan to Find Out

    Financial planning helps answer the question all of us should be thinking: "Will I have enough?"
  17. How Bond Tents Help Retirees Protect Income

    Bond tents can be a useful tool for retirees to protect their income during a bear market.
  18. What Does the Market Think of Trump's Election?

    Why are so many investors optimistic now that the U.S. election is over?
  19. What Are the Best Investments at 50 or Older?

    It’s always important to be diligent about choosing the right investments for your portfolio. What are the best investments ...
  20. Does Your Homeowner’s Insurance Cover Airbnb?

    Renting out a room on Airbnb can be a good way to generate income, but you need to understand what is and isn’t covered by ...
  21. How to Incorporate Generosity Into Your Life

    There are several ways to make generosity a bigger part of your life.
  22. What Does It Mean To Be Green?

    Green investing is the new buzz word for companies and investors. Find out what it means.
  23. Why Tech Should Top Advisors' Must-Do List in 2017

    Here are three reasons why financial professionals should absolutely integrate technology into business efforts over the ...
  24. What's Next for Fintech as VC Funding Slows?

    Venture capital funding may be slowing for fintech, but the rollout of their services isn't.
  25. Top 5 Insurance Companies for Uber and Lyft Drivers

    Once only given the option of expensive commercial insurance, Uber and Lyft drivers are now afforded much more affordable ...
  26. Top 3 Shareholders of NVIDIA Corporation

    The stock of Nvidia Corporation has had a huge runup in 2016. Here are its top three individual shareholders.
  27. Boost Retirement Savings With a Solo 401(k)

    For the self-employed or small business owner, a solo 401(k) is a valuable retirement plan.
  28. 5 Retirement Planning Mistakes That Lead to Failure

    There are far too many variables involved in retirement planning to just wing it.
  29. Which Type of 401(k) Is Best for You?

    Roth 401(k) or traditional 401(k)? The correct answer has the potential to add hundreds of thousands of dollars to your net ...
  30. Here's How to Make the Most of Your Financial Gifts

    Here are five tips for being strategic and intentional about your year-end gift giving and charitable donations.
  31. What Does It Cost to Retire in the Philippines?

    Find out why the Philippines rates as one of the cheapest retirement spots in the world and why many choose to spend their ...
  32. Getting Divorced: Mistakes Men Make, Mistakes Women Make

    When they get divorced, men and women make different types of mistakes. A strategic primer.
  33. 2016 Retirement Savings by Age: Where Do You Stand?

    What people in various age groups have saved at present for their retirement years — and where they should be. How does your ...
  34. How To Get The Most Money Back On Your Tax Return

    These tips will help you get a larger refund this year, while teaching you how to pay less taxes going forward.
  35. Legal Considerations for Your Cybersecurity Program

    Nearly every financial institution has experienced some sort of cyberattack over the last few years. It pays to create a ...
  36. The Pros of Separately-Managed Accounts

    Investors who want a more personalized approach to managing their money should consider separately-managed accounts.
  37. Insurtech Root Debuts Automated Auto Insurance

    Insurtech Root Insurance has debuted a completely automated process for buying auto insurance.
  38. Will Advisory Fees See More Downward Pressure?

    While advisory fees have been holding steady, industry trends could put downward pressure on them.
  39. Why 401(k) Auto Enrollment Might Not Be for Everyone

    New research shows that automatic enrollment in retirement accounts like 401(k)s may not always be in the best interests ...
  40. Advisor Fintech Tools Aren't Waiting for Trump

    The new U.S. president might bring big change to financial regulation after he takes office. Here's how the financial technology ...
  41. Top Email Marketing Strategies for Advisors

    These six email marketing strategies can help enhance newsletters sent to clients and gain new readers.
  42. Is a Big Stock Buyback Coming?

    One of Trump’s tax proposal promises could be a boon for stock buybacks.
  43. What Advisors Can Learn from Trump's Campaign

    What can advisors learn from Donald Trump's campaign?
  44. What's the Purpose of IRS Form 1065?

    Business partners need the information on this form to complete their own tax returns. Here are the details.
  45. What Should You Look for in a Financial Advisor?

    Here are five important considerations for when you are choosing a financial advisor for your investment portfolios and your ...
  46. Anticipating Trump: How to Adjust Tax Planning Now

    President-elect Trump's proposed tax plan means your tax situation could change next year. What to do now.
  47. Which Robo-Advisor is Best? Try Investing with Them

    What better way to test the performance of 12 robo-advisors by investing with them?
  48. How You Can Invest Without A Lot of Money

    Here's how to start building a diversified portfolio by investing less than $20 a month.
  49. Could You Get 88% More from Social Security?

    Depending on your work history and when you retire, you could get 88% more from Social Security.
  50. How a Financial Wellness Program Benefits Your Business

    Offering a financial wellness program to your small business employees can save you money in the long run.
  51. What You Should Know Before You Hire an Advisor

    Hiring a financial advisor can be an important step in your financial journey. Just make sure you understand who they are ...
  52. The Top 3 Boeing Shareholders (BA)

    Learn about the largest shareholders of stock in The Boeing Company, including individuals, institutional investors and mutual ...
  53. Increase Your Wealth with 10 Common Behaviors

    Tips for saving money every day.
  54. Why Stocks That Pay Dividends Aren't Perfect

    A portfolio should be diversified across more than dividend-paying stocks.
  55. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not ...
  56. 3 Reasons Why Timing the Market Doesn't Work

    Research has shown that market timers underperform even a random coin flip.
  57. Retiring Soon? Don't Forget These 9 Steps

    You need to chart out where you want your financial path to lead, step by step, if you want to have a fulfilling, positive ...
  58. Investors Want High Tech, High Touch Financial Advice

    Sometimes the best interface is the human face.
  59. Pay Down Student Loans or Save for Retirement?

    There are many things to consider when deciding whether to use extra money to pay off student loans faster or save for retirement.
  60. Why Real Estate Is Important for Financial Success

    For various reasons, people are no longer buying real estate. But there are several financially sound reasons why you should.
  61. Fiduciary vs. Non-Fiduciary: What You Should Know

    These are the differences between fiduciary and non-fiduciary advisors, and what is required of them.
  62. Where Are Rents Rising the Most?

    Attention, investors: New data from RentRange highlight some eye-opening trends in the rental housing market.
  63. How To Write A Check In 6 Easy Steps

    If you’ve been paying bills online for so long that you're unsure of how to write a check, keep reading.
  64. This Is How Retirees Live on $1 Million Dollars

    Learn how to use various strategies, including immediate annuities and traditional portfolio investing, to make $1 million ...
  65. The Euro Engulfs The Prior 13 Trading Sessions!

    The euro made a new low, below the past few weeks trading – and then reversed to close at a new high.
  66. How Trump Tax Plans Will Aid Wealth Building for the 1%

    President-elect Trump's proposed tax plan includes tax breaks that may offer some generous benefits to higher-income earners. ...
  67. Citi's New Digital Strategy for Wealthy Clients

    Citi is launching two new technology-driven programs in an effort to increase its market share among affluent customers.
  68. Why Women-Owned Advisory Firms Outperform

    While women-owned advisory firms are in the minority, they outperform their peers in a number of important metrics.
  69. 8 Ways Advisors Can Improve Direct Mail Marketing

    Here are eight ways advisors can improve their direct mail marketing efforts.
  70. This is What a Great Advisor Website Looks Like

    It’s not enough to just have a website. Here are three amazing advisor websites that go above and beyond.
  71. Top Ways Advisors Can Grab More Prospects Online

    Being active on digital channels and marketing yourself as an expert can help sustain your business over the long term by ...
  72. How to Know if Your 401(k) Plan is Cheating You

    Here’s what you need to know in order to find out whether your 401(k) plan is ripping you off.
  73. 3 Huge Medicare Drug Plan Price Hikes on the Way

    December 7 is the 2017 enrollment deadline for Medicare Part D. Be aware of these price increases – and how to minimize them ...
  74. Medicare Open Enrollment Ends Dec. 7

    Avoid these 4 mistakes during the Medicare Open Enrollment period (Oct. 15 to Dec. 7).
  75. Verifly Insurance: Protect Your Drone, By the Hour

    Verifly Insurance can give drone enthusiasts financial peace of mind when they're sending their device to the skies.
  76. 3 Smart Year-End Strategies for Your Money

    Use these three financial strategies - tax planning, retirement planning, and charitable giving - before the end of the year.
  77. Will Your Estate Plan Create Stress for Loved Ones?

    When it comes to financial planning, many people overlook the critical aspect of estate planning.
  78. Should You Delay Your Retirement?

    There are advantages to not retiring at age 66. And more money is not the only reason.
  79. Multi-Asset Investing: The Best Way Into Emerging Markets?

    What are the best ways to build exposure across emerging markets asset classes, including equities, fixed income and currencies?
  80. 5 Ways to Use Your Home to Retire

    Retirement is going to cost a lot, and for homeowners who face a shortfall, their home can be a source of income. From downsizing ...
  81. 3 Reasons to Convert Your IRA to a Roth IRA

    Having an IRA is smart. Knowing when to convert it to a Roth IRA is smarter because it can give you and your heirs a welcome ...
  82. 3 Tips for Making Better Financial Decisions

    To make better financial decisions you need to define success, find out how others do it, make a plan, and think outside ...
  83. Why Advisors Must Overcome Any Fears of Fintech

    To protect your advisor business and profits, you need to embrace financial technology and make it a priority in your strategy.
  84. How to Adopt a Plan for Clients With Dementia

    Advisors who don't have a plan for clients with dementia can risk leaving themselves open to potential litigation or other ...
  85. Pros & Cons of Managing Your 401(k) Yourself

    The decision to manage your 401(k) investments should not be made lightly. These pros and cons will help you determine if ...
  86. How Zillow Makes Money

    Zillow lets property seekers look at listings for free through its various tools, so the company relies on ad sales to agents ...
  87. Betterment to Trump: 'Leave Fiduciary Rule Alone'

    Robo-advisor Betterment has appealed to President-elect Trump to leave the fiduciary rule alone.
  88. The Financial Advice You Need in Your 30s

    When you reach your 30s and have kids, debt and your retirement to fund, where is the best place to put your money to work?
  89. Personal Finance Lessons Aren't Wasted on the Young

    Parents should always take the initiative to teach our kids to save from an early age.
  90. Preparing for Potential Tax Policy Changes

    Here is a comprehensive guide to tax planning in an environment where policies could dramatically change under new leadership ...
  91. 4 Steps to Attaining a Mortgage

    It starts with knowing your choices as well as your price range. We show you how to get there.
  92. Keep Financial Headaches out of Your Marriage

    No matter how long you’re married, there will inevitably come a time when you don’t agree on finances. Here are some ways ...
  93. Annual Compensation vs. Annual Salary: Why the Difference Matters

    The difference between annual compensation and annual salary is especially important for retirement plan contributions.
  94. 10 Steps to Start the New Financial Year Off Right

    Here are 10 steps everyone can use to start off the new year on a smarter financial note, and hopefully stick with throughout ...
  95. Who Would Trump's Tax Plan Hit the Hardest? Single Parents

    Single parents can expect a tax increase under Trump's proposed tax plan.
  96. How To Make Money With Airbnb: Risks & Rewards

    Airbnb lets you turn your home or spare room into extra cash. Here's how to make money and protect yourself from the risks.
  97. Is Crowdfunding Student Loans a Viable Option?

    More grads are trying to crowdfund student loans at sites such as GoFundMe. Does it work?
  98. What Trump Means for Emerging Markets

    Will emerging markets face long-term headwinds under a Trump administration?
  99. Technology That Helps Advisors Automate

    These technologies can help advisors increase sales and improve client service with less overhead costs.
  100. 6 Cities at Highest Risk for a Housing Bubble

    These global cities face a housing bubble, thanks to factors such as demand from foreign investors.
Hot Definitions
  1. Portfolio Investment

    A holding of an asset in a portfolio. A portfolio investment is made with the expectation of earning a return on it. This ...
  2. Treynor Ratio

    A ratio developed by Jack Treynor that measures returns earned in excess of that which could have been earned on a riskless ...
  3. Buyback

    The repurchase of outstanding shares (repurchase) by a company in order to reduce the number of shares on the market. Companies ...
  4. Tax Refund

    A tax refund is a refund on taxes paid to an individual or household when the actual tax liability is less than the amount ...
  5. Gross Domestic Product - GDP

    The monetary value of all the finished goods and services produced within a country's borders in a specific time period, ...
  6. Inflation

    The rate at which the general level of prices for goods and services is rising and, consequently, the purchasing power of ...
Trading Center