Retirement Articles

  1. Benefits: The New Battleground for Talent

    Top companies are starting to look at benefits as the new battleground for talent, but are they looking in the right place?
  2. How Small Businesses Can Hire & Keep Top Employees

    Here is how small business owners can find the right employees, help them succeed and stay engaged at the company.
  3. Why Mortgage Lenders Need Your Tax Return

    Following the collapse of mortgages securities during the Great Recession, the screening process for obtaining a mortgage ...
  4. Thinking About Stock Picking Like Fantasy Football

    You can think about picking your fantasy football team in much the same way that you think about picking stocks.
  5. Avoid These 4 Roth IRA Mistakes in Estate Planning

    Beneficiaries will not be able to maximize their tax savings with a Roth IRA unless it is passed down in a certain manner.
  6. How to Protect Your Assets From Cyber Thieves

    Taking these precautions can keep you a step ahead of identity thieves and fraudsters.
  7. 5 Debt Plan Considerations for Military Families

    Before you sign up for a debt management plan, here are five things to consider.
  8. Donald Trump's Real Net Worth: $3.5 billion

    Trump says he's worth $10 billion, but outside estimates say that Trump's net worth is actually $3.5 billion.
  9. This Is How Donald Trump Actually Got Rich

    Find out how "The Donald" got his start, where he made his fortunes and why Donald Trump used the power of brand recognition ...
  10. How to Profit From Market Volatility Using ETFs (VXX, VIX)

    Volatility funds offer exposure to high greed and fear levels while avoiding predictions on price direction.
  11. Here’s How to Find a Lost Pension

    To find a lost pension, you have to figure out who is now responsible for paying it and how to claim your benefits.
  12. What Clinton's Presidency Would Mean for Advisors, Retirement

    If Hillary Clinton is elected to the presidency, her tax plans could have a big impact on economic growth and retirement ...
  13. Money Market Rates: Finding the Best Accounts in 2016

    This helpful rate calculator quickly shows you where to find the highest interest rate on a money market account.
  14. 7 Ways to Reduce Healthcare Costs in Retirement

    When it comes to retirement, one of the big, unknown costs can be healthcare. Finding ways to reduce those costs is a necessity ...
  15. Are You Losing Women Clients Because of This Behavior?

    Here's how "mansplaining" might be affecting your practice and how to stop.
  16. As J.P. Morgan Shares Go Higher, So Possibly Goes the Market (JPM)

    Historically, the S&P 500 has tracked JPM.
  17. The Flaws of Technical Analysis When Picking Stocks

    Is technical analysis of stocks an accurate science, and a worthwhile endeavor?
  18. Will 30-Somethings Ever Be Able to Retire?

    If you're in your 30s now, you may be wondering when, if ever, you'll be able to retire. Here's what you should consider.
  19. How to Rake In Referrals for Your Advisory Firm

    Referral business constitutes the lifeline of revenue that many financial advisory firms depend on. Here's what you can do ...
  20. 5 Things You Need to Know About Disability Insurance

    It's important to understand the true value of your ability to earn income, and to make sure it's protected.
  21. Social Security and Medicare: Where Do Clinton and Trump Stand?

    Changes will have to be made (and made soon) to preserve Social Security and Medicare for future generations. So why isn't ...
  22. President Donald Trump: The Road to Victory

    The success of Donald Trump's outsider candidacy has shaken the Republican party to its core.
  23. An Investor's Guide to the New DOL Fiduciary Rule

    This is what the DOL's new fiduciary rule means for investors and the types of advisors who serve them.
  24. Tech Firms Making Fiduciary Rule Compliance Easier

    Several companies have stepped forward to provide the financial advisory industry with assistance in achieving compliance ...
  25. Passive Investing: A Look at the Benefits

    These are the benefits of a passive, long-term investing strategy.
  26. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  27. Why Financial Advisors Love (and Hate) Donald Trump

    Based on personality, tax and economic policies, financial advisors are understandably split on Donald Trump. Here's what ...
  28. How to Prepare Your Children for Financial Independence

    Here's how to get your recent graduate on the road to financial independence.
  29. Small Business Owners: How to Deal With Stress

    As a small business owner, it's important to find ways to deal with your work stress so you can enjoy life's ride.
  30. Dollar-Cost Averaging With ETFs

    If you are investing small amounts regularly into an exchange-traded fund, be sure to do it right.
  31. Comparing VIX ETFs/ETNs (XIV, SVXY)

    These two exchange-traded products offer exposure to short-term VIX futures, but have a different degree of credit risk. ...
  32. Financial Advice: 5 Smart Tips for College Graduates

    College graduates need to take advantage of their prime age to plan ahead, while also reordering financial priorities and ...
  33. Top 3 Infrastructure ETFs (EMLP, IGF)

    Discover some of the most widely held and best-performing ETFs for investors looking to obtain exposure to infrastructure ...
  34. How to Minimize Estate Taxes via Charitable Giving

    Here are several ways to reduce your taxable estate while providing a gift to a worthwhile cause.
  35. AUM Grows Faster for Advisors Who Leverage Tech

    Financial advisors can maximize assets under management growth by adopting technology—just make sure you're using the right ...
  36. Avoid These 6 FAFSA Errors to Get College Money

    Follow this tip sheet to ensure you don't make these common FAFSA errors and that you get the financial aid your family deserves.
  37. How Advisors Can Use Google Trends for Digital Marketing

    How can financial advisors use Google Trends as a digital marketing tool? Here's a primer on how it works.
  38. Day Trading Strategies for Beginners

    Interested in day trading? From picking the right type of stock to setting stop-losses, here's a tutorial on how to trade ...
  39. What Are Contactless Cards and Are They Secure?

    Tired of the time it takes to pay with a chip-enabled credit card? Contactless cards are a fast, easy answer, provided you ...
  40. Can Trump Kill This Big Wall Street Tax Break?

    As the next U.S. president, Trump may try to end carried interest, which gives tax-advantaged pay to many kinds of fund managers. ...
  41. How to Set up a Trust Fund If You're Not Rich

    You don't need to be wealthy to create your own trust fund. Here's why and how to go about it.
  42. 6 Great Retirement Websites and Other Online Tools

    If you’re approaching retirement – or already there – here are six retirement websites packed with helpful information and ...
  43. Which Income Class Are You?

    This article identifies the various income classes in America. Find out which class you fall under.
  44. Is Your Mortgage Robbing Your Retirement?

    If you picked the mortgage with the lowest possible monthly payment, you may be blowing what could be your retirement money ...
  45. 5 Good Ways to Insure Your iPhone

    If you tend to lose things or you're a bit of a klutz, insurance for your iPhone may be a good investment. Here are five ...
  46. What Does Investment Diversification Really Mean?

    A properly diversified portfolio provides investors with a way to reduce risk and volatility, without necessarily giving ...
  47. 5 Ways Annuities Will Improve Thanks to the Fiduciary Rule

    The DOL's fiduciary rule may actually provide a shot in the arm to annuities, with both consumers and the industry coming ...
  48. Inverse ETFs Can Lift A Falling Portfolio

    These funds can reduce your exposure to market risk or enhance portfolio performance.
  49. Including Social Media Accounts in Estate Planning

    A lot can happen to your social media and email accounts when you pass away. Planning ahead will save loved ones a lot of ...
  50. Stay Safe From Tax Scams With These 5 Tips

    If you receive a phone call from someone claiming to be an IRS agent, it's likely you've been targeted for a scam. Here's ...
  51. Hillary Clinton Promises Free College and Higher Wages

    With income inequality on the rise, Hillary Clinton is running on raising the minimum wage, raising middle class wages, and ...
  52. What Inspires Your Wealthy Clients to Give Back

    New research about high net worth philanthropy shows that values drive giving decisions—and that donors plan to keep on giving ...
  53. What Would a "President Clinton" Portfolio Look Like? (TAN, ITA)

    If Hillary Clinton wins the presidential election these are the stocks and ETFs that should be on your watch list.
  54. Why Paying Down Debt Faster is Not Always Better

    Focusing exclusively on debt reduction can be a recipe for disaster.
  55. What We Know About Trump and Clinton's Treasury Picks (FB, GOOG)

    Who will the next Treasury Secretary be? A second-generation Goldman Sachs partner? A Facebook executive? A former Fed vice ...
  56. The Most Important Conversation Before Marriage

    To help avoid financial issues, couples should be talking about money before getting married—for a variety of reasons.
  57. Nudging Kids in the Right Financial Direction

    Worried your kids won't make the right financial decisions? Instead of fighting their independent streak, just give them ...
  58. The Best Investment Strategies for a Low-Yield Environment

    Our current economic environment is challenging, so you need to have the best investment strategies for your situation. A ...
  59. Clinton vs. Trump: What Happens to Your Income Taxes?

    The Clinton and Trump income tax proposals differ, but neither is revolutionary. The distinctions are in the details: tax ...
  60. What RIAs Need to Know About the Fiduciary Rule FAQs

    The DOL recently released fiduciary rule FAQs which include directives RIAs will want to review.
  61. 4 Tips for Retiring in Puerto Rico

    If beaches are your thing, Puerto Rico is likely on your radar as a retirement destination. Here's what else to know before ...
  62. 11 Social Security Calculators Worth Your Time

    The safest Social Security calculators to use when figuring benefits are on the official website. The best are the ones that ...
  63. What Does it Cost to Retire in Belize?

    Find out how much monthly income you need to retire comfortably in Belize, a subtropical paradise with jungle landscapes, ...
  64. How to Use a Mortgage Calculator to Save Time and Money

    Calculate your monthly mortgage payment using the Investopedia's free calculator.
  65. Use Thematic Investing to Better Engage Your Clients

    Advisors looking for a new way to strengthen their client relationships should consider thematic investing, which can engage ...
  66. Why Hedge Funds Do Not Belong in Your Portfolio

    Considering hedge funds as part of your investment strategy? Make sure you understand all the risks and fees involved.
  67. These 4 Moves Will Get You OK'd for a Bank Loan

    There’s no secret trick to getting approved for a bank loan, but there are some things you can do to put your best foot forward ...
  68. How to Evaluate Financial Advisors Via BrokerCheck

    Many people research restaurants or movies, but few select brokers or financial advisors with much due diligence. Here's ...
  69. The Ultimate List of Painful Financial Mistakes

    Here are 24 preventable tax and investment mistakes that advisors see often; mistakes that can ruin your retirement planning.
  70. It's Almost Election Day, How Will Markets and Your Money Behave?

    The election is almost over - but should you be worried about the markets, and your money?
  71. How to Attract and Retain Millennial Advisors for Your Practice

    Practices looking to attract and retain Millennial advisors should consider these tips.
  72. Avoid the Downsides of Downsizing in Retirement

    Done right, downsizing can still be a good idea. You can have more money, simplify your life, and reduce home-maintenance ...
  73. Check These 7 Things During Your Open Enrollment Period

    Many employers allow employees to review their benefits during the open enrollment period that starts in the fall. Here's ...
  74. Delaying Taking Social Security: What to Consider

    Ready to cash in on your retirement? Here's how waiting to take Social Security can save you money in taxes and other ways, ...
  75. 4 Tax Strategies You Should Consider Before the Year Ends

    Here are four tax strategies to implement before the end of the year to reduce your chance of having a negative surprise ...
  76. The 5 Best Places to Retire in North Carolina

    Natural beauty, a reasonable cost of living and affordable housing give you ample choice when it comes to the best places ...
  77. Strategies for a Worry-Free Retirement

    Worried about retirement? Here are several strategies to greatly reduce the chance your nest egg will end up depleted.
  78. Best Ways to Grow Your Savings Accounts

    Creating a savings plan is key to building a solid financial foundation. Here's how to do it.
  79. How to Maximize a Health Savings Account

    Health Savings Accounts have many benefits. Here's how to make the most of them.
  80. 5 Ways to Become a Financially Savvy Woman

    Here are five things every woman should do to become financially savvy.
  81. Half of Advisors Missed 2015 Growth Targets: Study

    A new report reveals that more than half of advisors missed their growth targets in 2015.
  82. Not on Social Media Yet? You May Be Losing Clients

    If you’re a youngish advisor and still not on social media, consider the changing landscape. You could be losing clients ...
  83. Is the Amazon-UBS Partnership the Future of Advice?

    Is the technology partnership between UBS and Amazon a sign of the future of financial advice?
  84. Asset, Wealth Manager M&A Was Up in Q3; Value Fell

    The third quarter of 2016 saw an increase in M&A activity among asset and wealth managers says a new report, but the value ...
  85. 5 Ways to Prospect for Clients via LinkedIn

    LinkedIn provides an opportunity to prospect for new clients. Here are five ways to go about it.
  86. Zero Rate Policy: History's Biggest Ponzi Scheme

    The central planning belief system is breaking down. Economic reality is setting in.
  87. 370 Economists Slam Trump, 306 Slam Clinton, 1 Slams Both

    300 economists contra Trump, another 300 opposed to Clinton. We talked to the one who's against both.
  88. Pension Payout Options: What You Need To Know

    Here's what needs to be considered if you have the option of either taking a lump sum payout or a monthly benefit from your ...
  89. The Pitfalls of Porter's 5 Forces

    Porter's five forces are a staple of business schools everywhere, but there are some common pitfalls you should watch out ...
  90. Estate-Planning Software: Pros and Cons

    Estate-planning software, while no substitute for a lawyer, can provide education and even be a way to create documents for ...
  91. Markets: Tricks or Treats for the End of the Year?

    From a market perspective, September and October tend to be the worst performing months historically. Here's how to get through ...
  92. Including Personal Safety Costs in Your Budget

    What are the costs of keeping yourself and your money safe? Here we try to come up with an estimate.
  93. 529 Plan or Coverdell? How to Choose College Savings Plans

    There are two options when it comes to tax-free college savings plans: a 529 plan or a Coverdell ESA. Here's how they compare. ...
  94. 10 Ways to Deal with Boomerang Kids

    When your adult child becomes a boomerang kid and comes back home to live, you need a plan that preserves your sanity and ...
  95. 4 Books Every Retiree Should Read

    Learn more about the current financial situations retirees are facing and discover four books that every prospective and ...
  96. Should You Buy Stock or an ETF?

    No all investment vehicles are suited for each individual investor.
  97. 6 Reasons Not to Recharacterize Your Roth IRA

    If you're thinking of recharacterizing your Roth IRA into a traditional IRA account, here are six compelling reasons why ...
  98. The Best Strategies to Maximize Your 401(k)

    Use these tips to watch your retirement nest egg grow from quarter to quarter.
  99. Change These 5 Habits & Build Up Your Nest Egg

    Saving for retirement is a long-term goal. See if any of these five easy-to-get-into habits are quietly undermining your ...
  100. Understanding Risk is Key to Your Investing Strategy

    Here's why considering all types of risk is crucial for a successful investment plan.
Hot Definitions
  1. Buyback

    The repurchase of outstanding shares (repurchase) by a company in order to reduce the number of shares on the market. Companies ...
  2. 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 ...
  3. 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, ...
  4. Inflation

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

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