Retirement Articles

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  1. Is the Middle Class Giving Up on Retirement?

    Americans aren't completely giving up on retirement, but many haven’t put away enough to take off at the traditional age ...
  2. Retirement Taxes: 5 Ways to Save Money

    Living on a fixed income during retirement can be difficult if your taxes are high. These five ideas can help you manage ...
  3. Annuities: A Solution for Baby Boomer Retirees?

    Annuities can provide guaranteed lifetime income at a time when retirement outlooks are seemingly bleak. Here's the lowdown ...
  4. How to Use Health Savings Accounts for Retirement

    For tax-savvy, retirement-minded investors, HSAs can represent a tremendous long-term planning opportunity. Here's how to ...
  5. Top Hacks for Prepping for Late-in-Life Healthcare

    Research shows that people are underestimating their healthcare costs in retirement. Here's how to prepare to deal with the ...
  6. Using Indexed Universal Life for Retirement Income

    Designed properly, indexed universal life insurance can be a great way to save for investors who have the keen ability to ...
  7. Six Critical Rules for Successful Retirement Investing

    Specific retirement investing "rule of thumb" tips are helpful, but there are broader guidelines to follow if you want to ...
  8. 6 Tropical Places to Retire to on the Cheap

    Want to live out your golden years in a tropical paradise for the cost of a small U.S. apartment? Check out this list of ...
  9. Retirement Travel: 5 Trips That Cater to Retirees

    People over age 50 who are looking for fresh travel experiences may want to consider these five destinations that cater to ...
  10. 401(k) Fees Are Headed Even Lower (EIX, BA)

    Discover why 401(k) and other retirement plan fees are expected to continue dropping, and learn about some of the events ...
  11. You're Retired, but Your Adult Kids Still Want Cash

    Here's how to still help – while letting grown kids know that the Bank of Mom and Dad won't be open forever.
  12. Want to Retire Well? Know Your Spending Personality

    Knowing what you tend to spend your money on can help keep you from ending up broke in retirement.
  13. Picking Retirement Stocks: Dividends vs. Free Cash Flow

    Instead of focusing on dividend payments, a better metric for choosing stocks for your retirement portfolio could be a company’s ...
  14. What You Should Know About Fixed Indexed Annuities

    Looking for a steadier investment vehicle? Meet the fixed indexed annuity, which is linked to an underlying market index ...
  15. 5 Best Car Insurance Providers for Retirees

    Some insurers offer discounts and resources that can significantly lower auto insurance rates for retirees and other seniors.
  16. Why Boomers And Millennials' Portfolios Are Incomparable

    Discover the investment styles of baby boomers and millennials, and learn why the baby boomer portfolios are bigger and more ...
  17. How to Fool-Proof Your Retirement Plan

    Planning perfectly for retirement is incredibly difficult and complex. But eliminating these four big mistakes can help keep ...
  18. The Top 3 Social Security Myths Busted

    Like most complicated topics, Social Security is shrouded by a wealth of misinformation and myth-spreading. Here are three ...
  19. 5 Big-Time Retirement Budget Busters

    Living on a fixed income is easier said than done; even well-prepared retirees are surprised at how challenging it can be. ...
  20. Could Your Portfolio Withstand the Next Financial Crisis?

    Does the fear of another financial crisis keep you awake at 3 a.m.? Here’s how to find out if your retirement portfolio is ...
  21. Which Retirement Plans Need a Family Trust?

    Many people think family trusts are only for the very wealthy, but if your retirement assets exceed $500,000, you may want ...
  22. Watch Out for These Medicare Mistakes

    Sorting through Medicare can be confusing. Here are some potential mistakes to avoid when choosing your plan.
  23. The 4 Best Books on Retirement to Read This Summer

    Take a break from your usual summer reading and use these books to start fantasizing about your future - the one involving ...
  24. Should Required Minimum Distributions Be in Cash?

    What is the most tax-efficient way to take required minimum distributions from your retirement plan? Several financial advisors ...
  25. 4 Mistakes to Avoid with Your Retirement Plan

    The retirement landscape is changing. Here are four things retirees today need to be wary — and aware — of when it comes ...
  26. The Scary Truth About Medical Costs in Retirement

    Are you saving enough to cover your medical costs during retirement? Recent research says you're likely not. Here's what ...
  27. Life After Retirement: Is Money Really the Priority?

    Is “having enough money to retire” the most important thing to think about? Here's how to find out.
  28. Which Candidate Is Best for Retirees?

    Their positions on many issues aren't out yet, but (despite some similarities) Clinton and Trump have a different history ...
  29. High-Yield Fixed-Income Bonds: OK for Retirees?

    Rather than solving the problem of low interest rates, riskier fixed-income securities bring a whole new slate of problems ...
  30. How to Help Clients Manage Retirement Withdrawals

    Here's how to create a well planned and executed withdrawal strategy to enhance the longevity of a client's retirement portfolio.
  31. Save $1,000/Mo. in Your 401(k) for Less

    Did you know that saving $1,000 per month in your 401(k) will actually cost you only $700? Here's how it works.
  32. Pros/Cons of Storing Estate-Planning Papers Online

    Digital storage takes the hassle out of keeping track of estate-planning paperwork, but there are a few significant drawbacks. ...
  33. Retirees: Should You Buy or Lease Your Car?

    To buy or lease – that is the question. For retirees, access to safer cars, comprehensive warranties and tax deductions may ...
  34. Red State or Blue State: Where's Retirement Sweeter?

    Choosing whether to go red or blue when picking out your retirement destination is more than a matter of politics. Here's ...
  35. Should Retirees Buy More (Not Fewer) Stocks?

    Conventional wisdom says your retirement portfolio should be 60% stocks/40% bonds at retirement age, with ever fewer stocks ...
  36. How to Retire in a Low Interest Rate Environment

    For money you may need short term, an FDIC-insured account is still best. But in the long term, a portfolio of bonds and ...
  37. Why Investors Should Care About Compound Interest

    Learn about compounding interest and how it impacts savings decisions, debt management, investment strategies and retirement ...
  38. A Look At Obama's New Stance on Social Security

    President Obama has changed his stance on Social Security, effectively unifying the Democratic party on this issue.
  39. Helping Clients Balance Retirement Portfolio Risk

    Here's how to help clients balance risk in their retirement portfolios.
  40. The Top 4 Safe Investments for Boomers’ Portfolios

    Once you get to retirement age, preserving your portfolio becomes a critical issue. The important thing is to balance growth ...
  41. Is Scottrade Right for Your Retirement?

    Scottrade, founded in 1980, offers a wide range of financial services and investment possibilities for retirement assets. ...
  42. Retirement Wealth: The Place of Tangible Assets

    When building a retirement portfolio, you need to determine how tangible assets fit with traditional investment products ...
  43. You're Retiring: Should You Sell Your House?

    Sometimes it's the only option if you're a retiree – but before you decide to put your home on the market, also consider ...
  44. Can You Retire Well and Still Have Kids?

    For some would-be parents the cost of doing both may be more than their budget can handle – even with two working parents. ...
  45. Why Millennial Couples May Need $2 Million to Retire

    The answer in one word: inflation. For Millennial couples the standard $1 million may no longer be enough to last them through ...
  46. The 5 Best Cars for Retirees

    Remember the old "boat" that granddads used to drive? Things have changed: Witness this list of smaller, safer SUV, sedan ...
  47. Estate Planning: What to Learn from Celebrity Mistakes

    Prince's heirs could have benefitted from some more extensive estate planning. Here are some basics to cover with your clients ...
  48. Is It Worth Buying a New Car If You're Already Retired?

    You have to consider more than just the purchase price: Insurance, the warranty, resale value and how much you plan to drive ...
  49. Attractive, Old-Style Benefits for Arizona's State Retirees

    The Arizona State Retirement System offers a defined-benefit plan – plus health insurance – for former teachers, state workers ...
  50. What You Didn't Know About Utah's Retirement Systems

    While Utah isn’t quite as generous with employee retirement benefits as it once was, its contribution rate for new hires ...
  51. 4 Dividend ETFs to Help Fund Your Retirement

    Investing in stocks that pay out dividends can be a smart way to establish a reliable income stream in retirement. Here are ...
  52. Penny-Pinching: Your Best Weapon vs. Retirement Uncertainty

    Enjoying a comfortable retirement, now or later, may depend more than you realize on getting your spending habits under control. ...
  53. Retiring in Brazil: Cheaper Now, But a Good Idea?

    Political unrest, financial uncertainty, Zika...the country has problems that anyone thinking about a move there should take ...
  54. Delaying Retirement? Here’s How to Tweak Your Plans

    Putting off your exit from work can be good for your health, but don’t forget to look at how that decision affects your saving ...
  55. Diversification: Your Best Retirement Planning Tool

    Holding a mix of investments in your portfolio can help you avoid selling at a loss. This list of asset classes with specific ...
  56. The Five Best ‘18-Hour Cities’ for Retirement

    If you want to minimize your cost of living without sacrificing all the perks of urban living, a move to an 18-hour city ...
  57. Early Retirement: How to Make Your Wealth Last

    You want more time to pursue your passions without being tied to a time clock. Great! But you need a plan for making your ...
  58. The Advantages of Indexed Universal Life Insurance

    An indexed universal life insurance policy can be an all-in-one financial device. Here's why, and here are some of its key ...
  59. Is TD Ameritrade Right for Your Retirement?

    TD Ameritrade has a solid reputation for retirement services. If you are thinking of putting your assets there, here’s what ...
  60. 5 Top Alternatives to a Reverse Mortgage

    If you have substantial home equity and don't want to do a reverse mortgage to tap it for retirement expenses, cost out these ...
  61. Is T. Rowe Price Right for Your Retirement (TROW)?

    If you’re thinking about placing your retirement assets with T. Rowe Price brokerage, in business since 1937, here’s what ...
  62. Retirement Planning in a World of Lower Investment Returns

    Whether you are at the beginning of your career or nearing the end, you may have to save more and spend less to make sure ...
  63. How to Build Retirement Income with Annuities

    Annuities may provide an excellent tool when it comes to building income for retirement. Here's why.
  64. What’s the Best Retirement Drawdown Strategy?

    Retiring soon? The challenge now is to figure out how to make your nest egg last for the rest of your life.
  65. 4 Ways Retirees Can Get Free or Low-cost Financial Advice

    Not every retiree can afford to pay a lot for financial advice. Thankfully there is lots of free and low-cost help available ...
  66. 3 Retirement ETFs Suitable for Your Portfolio

    Building a retirement portfolio which is in accordance with your needs as well as risk tolerance is certainly difficult. ...
  67. Florida's Surprisingly Flexible State Retirement System

    Retired Florida employees can choose a 401(k)-style investment plan or a traditional pension.
  68. Why the Top-Performing Fund Isn’t the Best Choice

    The top-performing mutual fund or ETF isn't often the best choice for your portfolio. Here's why.
  69. The 3 Best Robo-advisors for Retirees

    Robo-advisors are popular among retirees who like the low-cost way of getting an investment plan. But some are better for ...
  70. 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 ...
  71. 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 ...
  72. 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 ...
  73. Retirement Planning the Millennial Way

    Saving for retirement is completely different if you have a Millennial mindset. These retirement plans will turn your head ...
  74. 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 ...
  75. 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. ...
  76. 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 ...
  77. The Reverse Mortgage: A Retirement Tool

    Discover another way to fund your retirement without having to make payments on a loan.
  78. 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 ...
  79. 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 ...
  80. 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 ...
  81. Burdening Your Retirement With a Mortgage

    Carrying this debt can have benefits if done correctly, but is it worth the risk?
  82. 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.
  83. 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 ...
  84. 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.
  85. 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. ...
  86. 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 ...
  87. 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.
  88. 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 ...
  89. 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 ...
  90. 5 Ways New Investors Can Reduce Stress

    Learn five ways to reduce stress prior to investing, involving budgeting, diversification and risk tolerance.
  91. 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. ...
  92. 4 Boomer Retirement Basics

    Here are 4 basics for Boomers who want to get a leg up on retirement.
  93. 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 ...
  94. The Top 2 Robo-Advisors for Retirees

    Retirees looking to cut their investment management costs may want to consider these two robo-advisors.
  95. 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 ...
  96. 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 ...
  97. 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 ...
  98. 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 ...
  99. 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.
  100. 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 ...
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