1. Top Tips for Rebalancing 401(k) Assets

    Rebalancing 401(k) assets can seem daunting but shouldn't be ignored. Here's how to go about it.
  2. Are all disabilities treated the same for Substantial Gainful Activity (SGA) thresholds?

    Learn about substantial gainful activity, how its thresholds differ between blind individuals and non-blind individuals, ...
  3. How does a revocable trust become a split-interest trust?

    Learn how a revocable trust becomes a split-interest trust upon the death of the of the grantor when there are both charitable ...
  4. $3M Question: Dream Wedding Or Dream Retirement?

    Wedding season is in full swing, though millennials may be putting off marriage more than previous generations, wedding budgets ...
  5. What Happens in a Rollover?

    In the retirement savings realm, rollover refers to transferring the holdings in one retirement account into another.
  6. What’s Behind The Sluggish Economic Recovery

    While the economy is improving, the rate of improvement is much lower than economists had expected. Estimates for Q2 GDP ...
  7. Retirement Balance Sheet: Debt Owed To Yourself

    Thinking of retirement as a debt, where does your retirement sit on your balance sheet? For it's not a debt you owe the bank, ...
  8. Phew! IRA Tax Fixes Possible Through Oct. 15

    Tax season ended April 15 but you've got until Oct. 15 to correct errors, including those to do with Roth and traditional ...
  9. How to Help Clients with Cash Flow Issues

    Sometimes your spending gets out of hand or income has a hiccup. Here's how financial advisors can help clients who have ...
  10. How much of an institutional pension fund's portfolio is typically investing in real ...

    Learn what percentage of assets institutional pensions typically allocate to real estate investments.
  11. How Cheap Will Gas Get This Summer?

    The national average retail price for regular gasoline will likely fall between $2.50 and $3 per gallon during the summer ...
  12. What is the difference between a custodian bank and a self-directed retirement account ...

    Learn about how an IRS-approved, self-directed retirement account custodian compares and contrasts with traditional custodian ...
  13. Top 5 States That Save The Most For Retirement

    Wondering if you can live somewhere that's better for building a nest egg? Don't just stick a pin in the map. Consider these ...
  14. Retire In Indonesia With $200,000 Of Savings?

    It's very doable. Here's why.
  15. Do Empty Nesters Really Spend Less, Save More?

    Saving for retirement takes thought and planning, and reassessing your approach at different stages in life may be wise. ...
  16. Few Target-Date Managers Invest in Their Own Funds

    Target-date funds have experienced explosive growth in the past 20 years. Many managers who run them, however, have failed ...
  17. Finding a Top Financial Advisor in Canada

    Choosing a financial advisor is a difficult and important job. A ranking of Canadian advisors can help you make the right ...
  18. How to Exit Your Small Business with Grace

    Here is a guide for how best to leave your baby — your small business.
  19. 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 ...
  20. Debunking 5 Robo-Advisor Myths

    Robo-advisors are not going to replace their flesh and blood counterparts. Here's how their future will likely play out.
  21. What happens when a will and a revocable trust conflict?

    Learn why a revocable trust supersedes a will, but only for the assets held in the trust, when there is a conflict between ...
  22. Find The Top Retirement Cities In Indonesia

    Places to enjoy life in the land of "Eat, Pray, Love."
  23. 401(k) Investment Policy Statement: An Example

    Here's what a 401(k) investment policy statement should look like.
  24. Why Advisors Should Sidle Up to Estate Attorneys

    Financial advisors who building relationships with estate attorneys can better help all parties.
  25. Understanding Letters of Intent

    A LOI is used in most major business transactions to outline the terms of the deal that has been struck between the two parties. ...
  26. Advisors: Revisit Your Client's Risk Assumptions

    Financial advisors should avoid generalizing a client’s risk tolerance based on their age or other demographics.
  27. Should You Hire an Advisor or DIY Your Savings?

    Investors should consider index funds and robo-advisors before committing to a costly professional money manager.
  28. When Do I Stop Paying Social Security Tax?

    Almost never, unless you belong to one of these special groups.
  29. Risky Business:Trading Inverse ETFs in an IRA

    Since you can't short stocks in an IRA, consider these liquid inverse ETFs instead.
  30. Why More Investors Are Optimistic About Retirement

    Investors feel better about retirement now because the amount of employees having enough money for a comfortable retirement ...
  31. Retire In South Korea With $200,000 Of Savings?

    In modern South Korea, the cost-of-living differential may not be so good as elsewhere in SE Asia, but with a large enough ...
  32. In which countries do high-income earners pay the most tax?

    Find out which countries require high net worth individuals to pay the most taxes. Most of these countries are in the European ...
  33. Financial Planning: Can You Do it Yourself?

    There's no shortage of financial advice out there, but do you have the inclination, time and skills to do it yourself?
  34. Do Financial Analysts Need Financial Advisors?

    Financial analysts are very knowledgable about investments, but that doesn't mean they couldn't use advice on how to manage ...
  35. When is Hiring a Financial Advisor Necessary?

    Do you have the time, skills and inclination to manage your own finances and plan for the future? If not, it might be wise ...
  36. Why Your Clients Just Might Work into Their 70s

    Your clients just might work into their 70s. Here's why.
  37. How Non-Qualified Deferred Compensation Is Taxed

    The tax savings of non-qualified deferred compensation plans are not the only tax fact you need to know before signing up ...
  38. The Best Bet for Taxes: Traditional or Roth IRAs?

    Choosing a Traditional IRA over a Roth IRA, or vice versa, depends on financial situation and long-term goals, especially ...
  39. Why the Government Favors Index Funds

    The DoL’s proposed fiduciary rules appear to favor low-cost index funds that would allow brokers to sidestep many requirements.
  40. How does the Social Security Administration determine the Substantial Gainful Activity ...

    Learn how the Social Security Administration calculates the Substantial Gainful Activity threshold and how it varies for ...
  41. America's Most Expensive Retirement States

    Six places that aren't great for the Golden Years (financially speaking).
  42. What is the difference between a 401(a) and a 401(k)?

    Learn about 401(k) plans and 401(a) plans, and discover the key differences between these two types of retirement plans, ...
  43. Non-Qualified Deferred Compensation Plan Vs. 401(k)

    What's are the key differences between these two retirement savings plans?
  44. Why would an employer offer a 401(a) plan?

    Learn about a 401(a) plan and what types of organizations offer this type of retirement savings plan. Discover why an employer ...
  45. What are the IRS guidelines on the 401(a)?

    Find out what IRS regulations exist regarding 401(a) retirement savings plans, including which aspects of these plans are ...
  46. Best Cities For Retiring In Japan

    You want to retire amid the beauty and culture of Japan, but which cities should you consider? We think these are the five ...
  47. How is the provident fund funded?

    Find out how provident funds are funded, including the basics of how this retirement savings program works and examples of ...
  48. What Taxes Do I Owe On Retirement Accounts Abroad?

    If you're a U.S. retiree, but previously worked abroad, here's what you need to know about taxes on foreign pensions and ...
  49. How Non-Qualified Deferred Compensation Plans Work

    These tax-advantaged retirement savings plans have their pros and cons, and employers and employees must follow strict guidelines.
  50. How are contingent beneficiaries informed of a payout?

    Understand how contingent beneficiaries are made aware of a policy payout, and learn what policy owners can do to ensure ...
Save Money
  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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