Retirement Articles

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  1. Could Being a Landlord Pay for Your Retirement?

    If you have the money to buy them and the energy to run them – or the funds to pay a good manager – rental properties can ...
  2. The 401(k) Gender Gap

    Women aren't investing in 401(k) plans at the same rate as men - which will cost them big time at retirement. To reap the ...
  3. Retirement Planning the Millennial Way

    Saving for retirement is completely different if you have a Millennial mindset. These retirement plans will turn your head ...
  4. The Top Places for Retiring in Italy

    You don't need to be a Gucci to afford to retire in Italy, but saving money means finding a less-traveled spot. Start by ...
  5. How Long Will You Live? This Tool Will Tell You

    Longevity-calculating tools help advisors guide clients through their financial livelihood during their retirement years. ...
  6. Top 8 States for Starting a Business in Retirement

    Starting a business in retirement can be rewarding and where you decide to do it can have a significant impact on your long-term ...
  7. 10 Best States for Affordable Senior Care

    Finding an inexpensive place to live in retirement can be difficult, but several states prove to be particularly friendly ...
  8. The Reverse Mortgage: A Retirement Tool

    Discover another way to fund your retirement without having to make payments on a loan.
  9. How Inflation Eats Away at Your Retirement

    When calculating how much money you need to comfortably retire, it's important to factor in how much inflation can chip away ...
  10. Are Millennial Retirement Savers Doomed?

    A new McKinsey report spells a grim financial future for Millennials, who will have to work harder and save more than their ...
  11. Retirement Planning: 3 Differences in What Men and Women Want

    Discover what surveys reveal about how people say they want to spend their retirement years, and how the answers depend largely ...
  12. Burdening Your Retirement With a Mortgage

    Carrying this debt can have benefits if done correctly, but is it worth the risk?
  13. What Is a Will and Why Do I Need One?

    Putting this document together will save your family time and money, and give you peace of mind.
  14. Is Fidelity Right for Your Retirement?

    Fidelity is one of the leading brokerage firms in the U.S. The company has several retirement plan offerings and services ...
  15. This is the Key to Financial Success

    The earlier you start planning and saving, the better your chances are of living the lifestyle you want.
  16. How to Manage Money for Someone with Alzheimer's

    Alzheimer’s disease affects more than 5 million Americans, and approximately one in three seniors will die with dementia. ...
  17. Divorce and Annuities: What Clients Need to Know

    Divorce can be the most financially devastating event in a person’s life. Here’s what your clients need to know about handling ...
  18. Investor Wants vs. Advisor Actions: Why is There a Gap?

    New research shows a disconnect between investor wants and what advisors are doling out. Here's what advisors should do to ...
  19. Roth IRA Scams: What to Watch Out For

    Here’s what you need to watch out for when it comes to investment and business opportunities using Roth IRAs.
  20. What Druckenmiller Is Saying About the U.S. Pension System

    Assess the sustainability of the Social Security system in the United States based on Stanley Druckenmiller's warnings. How ...
  21. 5 Ways New Investors Can Reduce Stress

    Learn five ways to reduce stress prior to investing, involving budgeting, diversification and risk tolerance.
  22. 5 Critical Steps to Take Before You Retire

    Exiting the workforce soon? You need to make sure your financial house is in order. These actions will help you on your way. ...
  23. 4 Boomer Retirement Basics

    Here are 4 basics for Boomers who want to get a leg up on retirement.
  24. Avoid These 11 High-Net-Worth Money Mistakes

    With larger sums come more chances for bigger mistakes. Here is a list of 11 common high-net-worth retirement planning mistakes ...
  25. The Top 2 Robo-Advisors for Retirees

    Retirees looking to cut their investment management costs may want to consider these two robo-advisors.
  26. Top Alternatives to the File and Suspend Strategy

    Although the file and suspend strategy has ended there are a few other options that can still increase the amount of retirement ...
  27. 5 Financial Strategies to Last a Lifetime

    To stay consistent with your financial goals, here are five financial strategies to help you grow your balance sheet and ...
  28. Avoid This Life Insurance Policy Pitfall

    Life insurance policies need to be reviewed regularly to make sure that the beneficiary you chose some time ago is still ...
  29. 3 Ways Your Retirement Will Be Different from Your Parents’

    An aging global population has numerous implications for what it means to retire, but there are some key points to highlight ...
  30. Why It's So Important to Update Your Estate Plan

    As rules and exemptions tied to the estate tax change, so should your estate plan. Here's why updating it is so important.
  31. When Maxing Out Your 401(k) Isn't a Good Idea

    Maxing out your 401(k) is a great accomplishment, but not always the best thing to do. Here are three times when it doesn't ...
  32. 4 Financial Recommendations for Millennials

    Explore four basic financial recommendations for Millennials. Find out why systematic savings, debt reduction and financial ...
  33. Retirees: Don’t Lose Your Fiduciary Rule Protection

    Retired? The Department of Labor’s proposed fiduciary rule may affect the management of your tax-advantaged retirement accounts. ...
  34. Non-Traded BDCs: Worth the Risks?

    Non-traded BDCs, which lend to high-risk companies, have become a popular investment choice. But they also carry cost and ...
  35. Ready to Retire? Ask Yourself These 3 Questions

    Can you afford to stop working and step into a comfortable, stress-free retirement? Here are three questions to ask to help ...
  36. Can Lump Sum Payments Fix Social Security?

    Solving the problems that riddle Social Security won't be carried out with a single solution. Here's one idea that could ...
  37. How to Choose Between a Roth or Traditional 401(k)

    A Roth 401(k) offers potential advantages, but may or may not be the right choice for a given client. Here's how to decide. ...
  38. 3 Investment Fees You Can't Lower

    Investment fees are a guarantee for every investor. Knowing what's negotiable and what isn't when it comes to these charges ...
  39. Getting Your Parents' Power of Attorney

    Giving a child power of attorney can be a hard step for parents. But there are sound reasons on both sides to do so. Here's ...
  40. File and Suspend is Done: Now What for Spousal Benefits?

    The popular file and suspend strategy for couples claiming Social Security has been eliminated, but spousal benefits remain ...
  41. How to Retire Abroad at 40 as a U.S. Freelancer

    Retiring abroad at 40 requires a complex calculation, from finding a lucrative freelance career to navigating residence and ...
  42. Seven Fun Part-Time Jobs for Retirees

    Here are 7 fun and unusual part-time jobs for people who are recently retired and looking for mental and physical stimulation ...
  43. This Big Expense Can Ruin a Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  44. Which Investor Personality Best Describes You?

    Different personality traits and preferences, along with a range of emotional and mental behavioral biases, have a strong ...
  45. How to Win Gen X Clients

    Less numerous than the two generations they're sandwiched between, Gen X clients will still be a lucrative group for advisors. ...
  46. Can Robo-Advisors Survive the Coming Bear Market?

    Are robo-advisors capable of dealing with skittish clients when the chips are down? We don't know yet, but the firms are ...
  47. Just How Little Have Americans Saved for Retirement?

    If you've saved less than $10,000 for retirement — or haven't saved at all — you're like the majority of Americans, according ...
  48. 5 Lessons That Athletes Can Teach Investors

    Discover the lessons great athletes can teach investors about building wealth and achieving greater success in their investment ...
  49. How to Budget and Spend to Maximize Your Happiness

    Spending money on others and buying experiences are just two of the five key principles that lie in money correlating to ...
  50. Yet Another P2P Lending Risk for Investors?

    Are P2P investors legally liable for redlining if they exclude borrowers in certain states when deciding which notes to purchase? ...
  51. Why Boomers Aren't Saving Enough for Retirement

    A new study shows Baby Boomers aren't saving enough for retirement. Here's what they can do to turn things around.
  52. How to Help Clients Navigate Survivor Benefits

    Here are some ways to help client couples do what they can to maximize any potential Social Security survivor benefits.
  53. The Ins and Outs of Giving Your Child Power of Attorney

    How do you know if you're making the right choice – and what happens if you change your mind?
  54. Top Social Security Tips for Government Employees

    Government employees have special issues to consider when it comes to computing Social Security payouts. Here's how to navigate ...
  55. Will the Backdoor Roth IRA be Eliminated?

    The President’s 2017 budget has proposed several changes to the rules regarding retirement accounts with those for Roth IRAs ...
  56. Assessing the Value of the Roth IRA Conversion

    Learn how the interplay among an intricate web of factors in a Roth IRA determines the strategy’s potential value.
  57. Why Home Equity Can Be an Income Source in Retirement

    If you are a homeowner facing a retirement savings shortfall tapping your home equity could be an option.
  58. Can You Save Too Much for Retirement?

    Planning how much you need for retirement is not an easy task—there are many variables to consider. Here's a little help ...
  59. How a 1% Annual Fee Can Ruin Your Nest Egg

    What kind of impact does an annual 1% fee have on your portfolio? The answer may surprise you.
  60. How Annuities Can Boost Your Retirement Confidence

    If you are ready to be more confident about living comfortably in retirement, having a guaranteed lifetime income via an ...
  61. Teachers: Get Schooled On Your Retirement Strategies

    If you're a teacher, you have unique circumstances when it comes to planning for a successful retirement. It's important ...
  62. Low-cost Investments for Retirees

    Retirees need to be mindful of investment fees and focus on low-cost investments.
  63. 7 Counterintuitive Retirement Strategies That Work

    We address seven investment misconceptions, and how you can make your retirement plan make sense.
  64. 6 Questions to Ask a Financial Advisor

    Here are 6 questions you should ask to get to know a financial advisor before entrusting them with your financial well-being.
  65. 5 Best Countries to Retire to If You Love Winter

    Certain countries are better suited than others for retirees who welcome the change in temperature that winter brings. Here ...
  66. Is Charles Schwab Right for Your Retirement?

    Charles Schwab has a solid reputation for retirement services, with something for everyone from beginners to those with half ...
  67. Doctors Helping to Prevent Retirement Scams

    Financial scams perpetrated on seniors are far too common and can be devastating. Increasingly, healthcare providers are ...
  68. Estate Planning: 16 Things Prince (and You) Should Have Done

    The must-do list Prince and his advisors should have completed to avoid leaving his family without a will and an estate plan.
  69. How to Do a Rollover into a Gold IRA

    Does it make sense to roll over some of the money in your 401(k), IRA or Roth retirement accounts into a gold IRA? Consider ...
  70. Is Now the Time to Get a Gold IRA?

    Yes, you can invest in actual gold or other precious metals for your IRA. See the special rules for gold IRAs and what to ...
  71. Why Women Have a Tough Time Saving for Retirement

    Retirement saving is hard but for women, there are unique challenges. Whether its caregiving or pursuit of a low wage job ...
  72. Cheaper Hearing Aids at Last?

    PSAPs have emerged as a cheaper alternative to standard hearing aids, but are they a viable option? Some industry professionals ...
  73. How Women Face Unique Retirement Challenges

    Women face different retirement planning challenges compared to men. Here is an overview.
  74. Will Raising the Retirement Age Save Social Security?

    Social Security is the federal government’s biggest expenditure. Here's why raising the age of retirement may not be a bad ...
  75. Betterment vs. ShareBuilder 401(k): Comparing Small Business 401(k) Providers

    Find out how ShareBuilder 401K and Betterment compare in their 401(k) plan offerings for the underserved small businesses ...
  76. Is Vanguard Right for Your Retirement?

    If you’re thinking about placing your retirement assets with Vanguard, here’s what you need to know.
  77. T. Rowe Price vs. Fidelity: Comparing Small Business 401(k) Providers

    Read about two reputable 401(k) providers offering plans for small businesses, and learn more about which services and features ...
  78. How to Plan for the Longevity Risk in Retirement

    Retirement can last a long time, which means people have to plan and prepare for the real risk of outliving their nest egg, ...
  79. 401 (K) Spring Clean Up

    Spring cleaning isn't only for homes. Your 401 (K) could use an overhaul to ensure you aren't overpaying.
  80. When a 401(k) Hardship Withdrawal Makes Sense

    If you've exhausted all other avenues, there are ways to withdraw funds before age 59½ – sometimes without the 10% penalty ...
  81. Generate Income in Retirement Using ETFs

    There are many effective strategies that retirement investors can utilize to fill their income gap. Here are some ideas that ...
  82. The Booby-trapped World of Parental College Loans

    Private parent loans can help families pay for college. But the repayment timeline associated with the loans can hurt parents’ ...
  83. 3 Tax-Reduction Strategies for High-Net-Worth Investors

    Learn about three tax strategies that reduce taxable income and minimize the share of taxes paid on employer-sponsored and ...
  84. Why ETFs Will Eventually Trump Mutual Funds

    Exchange-traded funds are growing rapidly in popularity and may well overtake their traditional open-ended cousins at some ...
  85. These Investors Needs More Advisor Attention

    Women live longer than men and their post-retirement finances are in jeopardy. A new report by the National Institute for ...
  86. This Annuity Robo Wants to Transform the Market

    Annuities picked and sold without the intervention of an insurance agent? Here's a website that's trying to be the robo-advisor ...
  87. The Impact of Fiduciary Rules on 401(k) Advisors

    The final version of the DOL’s fiduciary rule provides some relief for advisors who serve 401(k) plans.
  88. SEC Rules Mean Big Changes for Money Market Funds

    "Prime” money market funds that buy both corporate and government debt will be able to charge redemption fees in a volatile ...
  89. Charles Schwab vs. Employee Fiduciary: Comparing Small Business 401(k) Providers

    Learn about the key differences between Charles Schwab and Employee Fiduciary 401(k) plans in terms of company structure, ...
  90. How Millennials Are Redefining Retirement

    A new report from Merrill Edge reveals that Millennials are redefining the meaning of retirement by planning to leave the ...
  91. Why Keep Medical & Financial Powers of Attorney Separate?

    Representing your interests in financial matters is a very different job from communicating and advocating for your wishes ...
  92. Why Designate a General Power of Attorney?

    Because it will ensure your financial and personal affairs are handled according to your wishes should you ever be incapacitated ...
  93. Medical Power of Attorney: Which Child to Choose?

    Don’t compromise for the sake of family harmony when you pick an adult child to fill this role. But be sure you fully explain ...
  94. Why Retirement Planning Should Start at Birth

    We’re all told in some way that retirement savings goes hand in hand with our first job. But what if you could start saving ...
  95. How to Use Your Roth IRA as an Emergency Fund

    Do you feel like you don’t have enough money to save for emergencies and also save for retirement? An often-overlooked feature ...
  96. The 10 Cheapest, Safest Retirement Countries in the World

    If you are looking to retire somewhere with a lower cost of living – and a peaceful environment – these 10 nations offer ...
  97. 3 Reasons Female Investors Should Consider Long-Term Care Insurance

    Long-term care insurance can shelter retirement assets against high medical expenses, making this type of policy especially ...
  98. Financial Advice for Women of Any Age

    A woman in her 20s has very different cares and concerns about finances and retirement savings than a woman in her 50s. Here's ...
  99. Retiring Tomorrow? 10 Things to Do First

    If you are calling it quits on your career soon, you can relieve any stress by taking action on a number of fronts. Here ...
  100. Merrill Edge vs. Edward Jones: Comparing Small Business 401(k) Providers

    Read about 401(k) plans for small businesses offered by two national providers, one delivering service online and the other ...
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