Retirement Articles

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  1. 4 Boomer Retirement Basics

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

    Retirees looking to cut their investment management costs may want to consider these two robo-advisors.
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. 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 ...
  8. 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.
  9. 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 ...
  10. 4 Financial Recommendations for Millennials

    Explore four basic financial recommendations for Millennials. Find out why systematic savings, debt reduction and financial ...
  11. 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. ...
  12. 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 ...
  13. 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 ...
  14. 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 ...
  15. 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. ...
  16. 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 ...
  17. 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 ...
  18. 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 ...
  19. 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 ...
  20. 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 ...
  21. Which Investor Personality Best Describes You?

    Different personality traits and preferences, along with a range of emotional and mental behavioral biases, have a strong ...
  22. 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. ...
  23. 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 ...
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. 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? ...
  28. 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.
  29. 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.
  30. 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?
  31. 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 ...
  32. 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 ...
  33. 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.
  34. 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.
  35. 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.
  36. 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 ...
  37. 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 ...
  38. Low-cost Investments for Retirees

    Retirees need to be mindful of investment fees and focus on low-cost investments.
  39. 7 Counterintuitive Retirement Strategies That Work

    We address seven investment misconceptions, and how you can make your retirement plan make sense.
  40. 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.
  41. 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 ...
  42. 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 ...
  43. Doctors Helping to Prevent Retirement Scams

    Financial scams perpetrated on seniors are far too common and can be devastating. Increasingly, healthcare providers are ...
  44. 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.
  45. 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 ...
  46. 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 ...
  47. 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 ...
  48. 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 ...
  49. How Women Face Unique Retirement Challenges

    Women face different retirement planning challenges compared to men. Here is an overview.
  50. 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 ...
  51. 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 ...
  52. Is Vanguard Right for Your Retirement?

    If you’re thinking about placing your retirement assets with Vanguard, here’s what you need to know.
  53. 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 ...
  54. 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, ...
  55. 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.
  56. 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 ...
  57. 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’ ...
  58. 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 ...
  59. 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 ...
  60. 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 ...
  61. 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.
  62. 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 ...
  63. 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 ...
  64. 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, ...
  65. 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 ...
  66. 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 ...
  67. 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 ...
  68. 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 ...
  69. 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 ...
  70. 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 ...
  71. 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 ...
  72. 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 ...
  73. 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 ...
  74. 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 ...
  75. 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 ...
  76. Top 401(k) Shortcomings: What to Know

    Many 401(k) plans are riddled with flaws that can impede retirement savers in many ways. Here are ten of the most common ...
  77. How the New Fiduciary Rule Will Impact Investors

    The DOL's new fiduciary rule is now in effect. Here are a few areas where individual investors, including clients and prospects, ...
  78. Social Security: How to File and Suspend Online Before 4/29

    If you’re between the ages of 62 and 70, you could add up to $60,000 to your Social Security benefits if you file for and ...
  79. Valeant News: Michael Pearson's Return, Sort of

    Explore the circumstances surrounding Michael Pearson’s leave of absence from Valeant, as well as the details of his short-lived ...
  80. Retired with an HSA? How to Make the Most of It

    Here's how advisors can help retired clients make the most of HSAs and avoid mistakes.
  81. Financial Engines Broadens Advice Offerings

    Financial Engines is broadening its services to include insurance and healthcare advice.
  82. 5 Tips for Those 5 Years Away from Retirement

    Whether helping a new client or working with long-time clients, here are five financial planning tips for those within five ...
  83. Europe’s Safest, Cheapest Countries for Retirement

    Retiring abroad is attracting a growing number of adventurous older adults who want a lower cost of living. Our country-by-country ...
  84. Buyout Offer? 12 Ways to Tell If It’s Good

    When you are presented with a package, take a close look at these elements – and be sure to negotiate, if possible.
  85. This Social Security Collection Strategy Expires Soon

    A Social Security collection strategy used by many couples to maximize benefits will not be available to new users on April ...
  86. File & Suspend Ends April 29th: How to Adjust

    Retirees, near-retirees and their financial advisors are about to lose a $60k Social Security loophole. Act fast or find ...
  87. Money Fund Alternatives for 401(k) Plan Clients

    Upcoming changes to money market fund rules may trigger changes in options offered by many 401(k) plans. Here are some alternatives ...
  88. Retirement: U.S. Vs. Abroad

    Which option would make more sense for you: retiring abroad or staying at home in the U.S.? A look at the advantages and ...
  89. What to Know Before Moving to a Lower-Tax State

    Moving to a state with different tax rules can be very tempting. Here are some things you should consider before moving for ...
  90. Why Wirehouses are Winners Under Fiduciary Rule

    Under the final fiduciary rule wirehouses will see less restrictions than originally thought.
  91. Some Annuities Lose Fiduciary Rule Exemption

    Fixed-indexed annuities have lost an exemption under the final fiduciary rule, a move that wasn't expected.
  92. Why Fiduciary Rule is Good News for Small Plans

    Under the new fiduciary rule small business owners may be subject to less risk for the plans that they sponsor. Here's why. ...
  93. Should You Change Your Retirement Portfolio?

    The government's new fiduciary rule is a reason to look hard at your retirement savings and consider replacing those that ...
  94. How Advisors Can Help Surviving Spouses

    When someone dies, it's natural for a surviving spouse to grieve. But with a little planning, fear of an unknown financial ...
  95. Why Low Volatility ETFs Can Serve You Well in Volatile Times

    Low volatility ETFs may not make you rich, but they can provide a cushion in volatile times.
  96. Mom, What’s This 401(k) Thing?

    We are well aware of the advice we give to young people just starting out in the work force: "Start saving for retirement." ...
  97. A Guide to Social Security Dependent Benefits

    Advisors and their clients tend to focus on Social Security retirement benefits. Social Security also offers dependent benefits. ...
  98. Long-Term Care Policies: Why They're Worth It

    Long-term care insurance can be a godsend for those who need it for an extended period of time. Read on for more about this ...
  99. Finding The Top Retirement Cities In Cambodia

    A retirement choice for the adventurous, Cambodia is finding its place as a small but shining success story in the developing ...
  100. Your 401(k): Not the Best Emergency Fund

    If you have an emergency and need to access your retirement funds, you may have to pay a penalty if you dip into your 401(k). ...
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