Retirement Articles

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  1. The Top 4 Credit Suisse Funds for Retirement Diversification in 2016

    Discover the top four Credit Suisse funds for retirement diversification in 2016, complete with a description of each fund ...
  2. 8 Essential Four-Letter Words for Financial Health

    By embracing these four-letter words, you can take the steps necessary to improve your financial health.
  3. 5 Ways To Stretch Your Retirement Budget

    Stretch your retirement budget to live comfortably.
  4. Contributing to a Roth IRA Regardless of Income

    Savers of all income levels can get money into a Roth IRA, though there may be an extra step involved in the process.
  5. How Much Money Do You Need to Retire in Hawaii?

    The Aloha State remains an idyllic place to retire, but at what cost? From rent to cereal to gasoline, we look at the hidden ...
  6. Retire on 70% of Your Income? It Might Be Tough

    Before you're sure that 70% will be enough to support you in retirement, figure out what your life costs now and how it might ...
  7. The 4% Withdrawal Rule: One Size Fits All?

    The 4% rule for retirement withdrawals has been a staple in financial planning for over 20 years, but no rule of thumb or ...
  8. Beating the Gender Pay Gap for Women’s Retirement

    Women have a gender pay gap because they spend less time in the workforce and earn less than men. Here are 5 steps for sufficient ...
  9. Why You Should Have a Roth IRA

    The world of retirement savings plans is filled with options. Here are the reasons why you should consider a Roth IRA when ...
  10. Automating Your 401(k): The Robo-Advisor Blooom

    Blooom is a fairly recent entrant into the robo-advisor space, and it is focused on your 401(k). Here's a look at what it ...
  11. 3 Ways to Get Better Retirement Returns in the Next 20 Years

    With investment returns projected to decline over the next 20 years, savers may need to tweak their plans to ensure better ...
  12. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  13. Retirees Are About to Hit the Travel Jackpot

    Start planning now for big travel savings, coming soon, if you're retired and can fly whenever you want.
  14. Top 10 Stupid Retirement Tricks

    Drawing inspiration from former late night host David Letterman and his iconic lists, here are 10 things to avoid when crafting ...
  15. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  16. How a 401(k) Works After Retirement

    Find out how your 401(k) works after you retire, including when you are required to begin taking distributions and the tax ...
  17. Retiring in the Philippines? Try These Top Cities

    Four cities in different regions of the Philippines that offer a range of activities and settings, along with good healthcare ...
  18. Here Is Your Retirement Checklist

    Here is a retirement checklist that offers many things to think about, from ten years before retirement to just after yours ...
  19. 10 Signs You Are Not OK to Retire

    Carrying a lot of debt? Haven’t yet figured out a long-term financial plan? These are just two of the reasons you shouldn’t ...
  20. Why Saving 10% Won't Get You Through Retirement

    Retirement experts often tout the 10% rule: To have a good retirement, you must save 10% of your income. The truth is, most ...
  21. When Spouses Die, Who Gets Their Retirement Funds?

    You don't automatically get your spouse's IRA, 401(k) and other accounts when he or she dies. Here's how to plan so the right ...
  22. 5 Easiest Countries to get Citizenship to Retire

    Discover five of the countries that make it easiest for you to obtain citizenship and a second passport through residency, ...
  23. Can I Retire Yet?

    Being able to retire depends on many variables as well as the spending and saving choices you make leading up to and once ...
  24. ABLE Accounts: An Overview

    ABLE accounts provide a new opportunity for clients and advisors to help those with special needs. Here’s what you need to ...
  25. Should You Borrow From Your Retirement Plan?

    It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.
  26. Why Gold Matters

    Gold is a very useful investment during periods of instability and high inflation.
  27. How To Maximize Your Retirement Income

    Make sure you're maximizing your retirement savings with these strategies for those golden years ahead.
  28. Is $200,000 Enough to Retire in the Philippines?

    How long would $200,000 in savings last if you retired in the Philippines? Longer than in most countries, especially if you ...
  29. Should Retirees Take a Gamble on Leveraged ETFs?

    Leveraged ETFs offer the potential for big rewards, but retirees must weigh the risks before adding them to their portfolio. ...
  30. Two Roads: Debt or Financial Independence?

    A higher income won't make you richer – unless you learn to live on less.
  31. Can Your Pension’s Cost-of-Living Clause Be Frozen?

    Recent events in New Jersey prove that relying on a pension alone to fund your retirement is risky. Make sure you have multiple ...
  32. How Millennials Can Save the World While Saving for Retirement

    If you are a millennial investor — or just think like one — you are likely to have some very different attitudes about investing ...
  33. The Downside of Spending Retirement Savings

    Thinking of borrowing or withdrawing funds from your nest egg to cover a financial emergency? You may want to find other ...
  34. 3 Secrets You Didn't Know About Estate Planning

    Three estate planning secrets every advisor and saver needs to know.
  35. How Are Dividends On IRAs Taxed?

    Reinvesting dividends in an IRA is a great way to grow your retirement funds faster, but be sure you understand the potential ...
  36. 7 Ways Baby Boomers Can Financially Assist Parents

    To help relieve some of the pressure that comes with caregiving, here are seven ways Boomers can financially assist elderly ...
  37. Why Women Retire with Less Money

    The gender gap plays a significant role in women's ability to put aside enough money for a comfortable retirement. How to ...
  38. Living Abroad in Retirement: Can You Afford It?

    These are the financial implications of retiring abroad, as well as what you need to consider in order to do so.
  39. The 5 Dumbest Financial Moves You Can Make

    Have you made any of these financial mistakes? Here's what not to do.
  40. 5 Vacation Discounts for Retirees

    Now that you’re retired, you can take a vacation whenever you want (unless, of course, you signed up for grandkid daycare). ...
  41. The Ten Commandments of Personal Finance

    Ten Commandments to follow for a secure economic future.
  42. Smartest Things to Do with $10,000 of Savings

    It's crucial that you put your hard-earned cash to good use. Putting away $10,000 is comforting, but investing that money ...
  43. What Are the Different Parts of Medicare?

    At age 65, most people have to sign up for Medicare. Learn which of its four programs are mandatory – and which you can skip.
  44. 12 Tips for Retiring with Just $50K Net Worth

    One in three Americans haven’t saved anything for retirement, let alone $50K. Here’s a dozen things that you can do to help ...
  45. Elizabeth Warren's Solution to No COLA Increase in 2016

    Sen. Warren plans to increase in Social Security benefits in place of a COLA in 2016.
  46. The Top 5 States Where Retirees Can Buy Cheap Land

    Buying vacant land for future gain is high-risk. Look for low prices in undeveloped areas likely to see a building boom in ...
  47. 4 Reasons Why Americans Retire in the Dominican Republic

    The Dominican Republic is particularly hospitable to retirees and worth investigating as a low-cost-of-living retirement ...
  48. No, Comic Book Investing Won’t Fund Your Retirement

    Collecting comic books can be a terrific hobby, but it's unlikely they will cover your cost of your living after you retire. ...
  49. 4 Reasons Why Americans Retire in Mexico

    Learn why Mexico's low cost of living, inexpensive healthcare, natural beauty and culture make it such a popular retirement ...
  50. Saving for College: The Top 4 Lessons I Learned

    Because you cannot go back to change poor financial decisions, here's some advice on how to plan for college costs from a ...
  51. 4 Reasons Why Americans Retire in Ecuador

    Understand why Latin America is a popular retirement destination for Americans. Learn about the top four reasons why Americans ...
  52. Billionaire Carl Icahn's Q1 Moves: PYPL, AAPL

    Billionaire hedge fund manager Carl Icahn reduced his holdings in PYPL and AAPL in Q1. Let's find out why.
  53. How to Plan Financially for an Active Retirement

    Contrary to popular belief retirement doesn't always mean downsizing and slowing down. Here's how to plan for a richer retirement. ...
  54. Will You Be Able to Retire by Age 70?

    A perfect storm of factors means that Americans are retiring later than ever. Is that a bad thing?
  55. Don’t Delay Retirement for Your Child’s College

    Sparing your child a mountain of student loans is admirable, although it might not make sense to delay your retirement in ...
  56. 4 Ways Financial Plans Get Derailed

    A financial plan is useless if it never gets put to use. Here are four things to avoid when creating one with a client.
  57. Active vs. Passive Investing for Retirees

    For most investors, sticking with a passive strategy for retirement investing will probably result in the best long-term ...
  58. 4 Reasons Why Americans Retire in Costa Rica

    Understand why more and more Americans are deciding to retire in developing countries. Learn about the top five reasons why ...
  59. Your Estate: The Best Assets to Leave to Family

    When it comes to estate planning, there are three main factors that come into play for distributing assets: liquidity, sentiment ...
  60. Managing Annuity Distributions in Retirement

    Strategies to help manage taxable deferred annuity distribution in retirement.
  61. Complete Your Retirement Bucket List on a Budget

    Retirement is the perfect time to do all the things you couldn't get to during your working years. You just need to make ...
  62. Annuities: A Good Option in Turbulent Times?

    Annuities can be an enticing option as Americans near retirement, but there are several reasons to be wary of them.
  63. Is Waiting till 70 for Social Security Right for You?

    Should you wait until 70 to start receiving Social Security? It depends on a variety of factors. Here is what you need to ...
  64. Reverse Mortgage Pitfalls

    Before tapping your home equity through a reverse mortgage, find out what could go wrong.
  65. Why a Financial Advisor Is Crucial in Retirement

    If you’ve been planning your retirement strategy on your own, bringing a financial advisor on board to help can be a wise ...
  66. 401(k) Lawsuits: How Employers Are Protecting Themselves

    Some companies are making it harder for employees to sue over retirement fund problems. Here is what you need to know about ...
  67. CalPERS vs. CalSTRS: Assessing Their Portfolios

    Monitor the success of CalSTRS toward achieving annual returns of 7.5% with the risk mitigation strategy, and compare to ...
  68. Should Retirees Pin Their Hopes on a Rate Hike?

    The Fed’s plan to start raising rates later this year might help, but it's unlikely to be a panacea for fixed-income investors. ...
  69. The Top 6 Expenses Cutting into Your Retirement Savings

    If you're like most Americans, you don't have enough put aside for retirement. Here are a half dozen ways to increase your ...
  70. 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 ...
  71. 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 ...
  72. 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 ...
  73. 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 ...
  74. 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 ...
  75. 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 ...
  76. 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 ...
  77. 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 ...
  78. 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 ...
  79. 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.
  80. 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.
  81. 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 ...
  82. 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 ...
  83. 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.
  84. 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 ...
  85. 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 ...
  86. 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 ...
  87. 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 ...
  88. 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 ...
  89. Watch Out for These Medicare Mistakes

    Sorting through Medicare can be confusing. Here are some potential mistakes to avoid when choosing your plan.
  90. 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 ...
  91. 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 ...
  92. 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 ...
  93. 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 ...
  94. 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.
  95. 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 ...
  96. 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 ...
  97. 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.
  98. 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.
  99. 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. ...
  100. 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 ...
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