1. How can I determine if a longevity annuity is right for me?

    Discover the facts about longevity annuities, including how they work, and learn the factors to consider in deciding whether ...
  2. Are continuing care retirement communities accredited?

    Learn about the accreditation requirements for continuing care retirement communities (CCRCs) versus the requirements for ...
  3. What is the Buy Side?

    Buy-side firms are those that comprise Wall Street’s investing institutions.
  4. 10 Ways to Retrofit Your House for a Senior

    A checklist of renovations a residence may need as you get older – or if you have an elderly person living with you.
  5. Most Senior-Friendly Cruise Destinations

    When it comes to choosing a cruise for the post-retirement set, not all destinations are created equal. Here's a handful ...
  6. Retrofitting v. Moving: What's Better for Seniors?

    Should you spend money to make your home senior-friendly or to buy a new place? Personal needs and project size determine ...
  7. 4 Reasons Why Americans Retire in Colombia

    Learn about the top four reasons why Americans are retiring to Colombia.
  8. The Pros and Cons of Hybrid Annuities

    An in-depth look on the pros and cons of hybrid annuities.
  9. 7 Reasons Why Americans Retire in Thailand

    Understand why many Americans are deciding to retire in developing countries such as Thailand. Learn about the top reasons ...
  10. How to Boost Social Security Spousal Benefits

    There are a wide variety of complex spousal Social Strategy strategies. Here are the best ways to get the most out of them. ...
  11. How to Help Clients Plan a Phased Retirement

    The notion of phased retirement is gaining traction. Here's how advisors can help clients plan accordingly.
  12. Robo-Advisors Now Entering the 401(k) Market

    A look at Betterment's plans to offer an all-ETF online 401(k) plan.
  13. A Guide To Rollover A 401(k) To A New Employer

    Here's exactly what you need to know.
  14. How Much It Takes to Max Out Your IRA

    IRAs have certain tax advantages that allow your nest egg to grow at a faster rate. But there are annual limits on how much ...
  15. 7 Reasons To Own Life Insurance in an Irrevocable Trust

    An Irrevocable Life Insurance Trust helps minimize estate and gift taxes, provides creditor protection and protects government ...
  16. 10 Things You Need to Know About Social Security

    Every saver should know these ten things about Social Security retirement benefits.
  17. Are Cash Balance Pensions the Best for Small Biz?

    Are cash balance pensions the right solution for your small business clients? Here's why they may or may not work for your ...
  18. How Oil and Gas Can Fuel Your Retirement Account

    Investors who choose oil and gas assets inside a tax-deferred retirement account can reap substantial rewards. Here's how ...
  19. I Maxed Out My IRA! Now What?

    You've contributed your annual maximum to your IRA. Well done! But you need to save much more than that if you're going to ...
  20. How To Protect Your Retirement from Lawsuits

    Getting sued is one of those things that no one really plans on. Be proactive and make sure your hard-earned retirement is ...
  21. 6 Ways Retirees Can Capitalize on Higher Rates

    A interest rate increase still looks to be on the horizon, so retirees should begin rethinking the way they currently invest.
  22. The Backdoor Way to Qualify for a Roth IRA

    Meet with your tax advisor to find out what a backdoor Roth IRA is. Basically, it's a tax loophole that could help you prepare ...
  23. How to Advise Clients with Frozen Pensions

    Financial advisors are on the front line in advising clients impacted by a frozen pension. Here's what they need to consider. ...
  24. These 10 States Have the Priciest Long Term Care

    There’s a huge need that people often ignore when planning for their golden years: long-term care. Here's where not to enroll.
  25. How are variable annuities taxed at death?

    Find out how variable annuities are taxed after the death of an annuitant, including an explanation of the various payment ...
  26. How does a Roth IRA grow over time?

    Learn how a Roth IRA grows over time thanks to contributions and the magic of compounding interest; review an example of ...
  27. Finding The Best Tools To Manage Your Retirement Money

    Useful starting points for assembling your own retirement money-management toolkit.
  28. How to Set Up a Trust Fund in Canada

    You don't have to be rich to make use of a trust fund. Rules can be complex; here's what you'll need to discuss with your ...
  29. Don't Miss Out on a 401(k) Match

    If your employer matches your 401(k) contributions, fund your plan up to the maximum they'll match. Unless, of course, you ...
  30. Retirement Planning Using Long-Dated Options

    Retirement planning using high-risk options? It is possible, and studies confirm better yields than conventional methods. ...
  31. Top 10 States for Affordable Long-Term Care

    Every state varies on the average cost of long-term adult care. Here's a list of states where these types of services are ...
  32. Beat Retirement Planning Anxiety with These Tips

    It’s never too early to start thinking about saving for a secure retirement. The key is to start early and not leave things ...
  33. How to Piece Together a 401(k) Plan

    In the world of 401(k) investment lineups, more is not always better. Here's an overview of things you may want to include ...
  34. Pension Advances: What You Should Be Wary Of

    The terms some pension advance firms require can be costly. Here's how to be sure your clients aren't making bad decisions.
  35. Red State or Blue: Where's Retirement Sweeter?

    Choosing whether to go red or blue when picking out your retirement dream destination is more than a matter of politics. ...
  36. How to Prepare Your 401(k) for Rising Rates

    If headlines of the Fed raising rates have you worried, here are some ideas to help you think about your retirement-investing ...
  37. Should You Delay Your Retirement?

    There are advantages to not retiring at age 66. And more money is not the only reason.
  38. What Will My Social Security Check Look Like?

    It's important to know what your Social Security check will look like in retirement. Here's how you can figure it out.
  39. Retirement Planning: Don't Forget Social Security

    You may miss out on a more robust retirement income if you invest too conservatively in retirement.
  40. How to Use Annuities for Retirement Income

    We explain how to use annuities for guaranteed income in retirement.
  41. 7 Ways to Reduce Healthcare Costs in Retirement

    When it comes to retirement, one of the big, unknown costs can be healthcare. Finding ways to reduce those costs is a necessity ...
  42. How to Help Clients Overcome Retirement Shortfalls

    Telling a client they don't have enough for retirement is tough. Here's how advisors can help clients overcome retirement ...
  43. How Are Variable Annuities Taxed?

    Before investing in a variable annuity, discuss your personal financial picture with a knowledgeable financial advisor.
  44. The Best Strategies to Maximize Your 401(k)

    Use these tips to watch your retirement nest egg grow from quarter to quarter.
  45. Yes, You Can Buy a Home with a Reverse Mortgage

    A special type of FHA-insured reverse mortgage called the HECM for Purchase lets seniors use a reverse mortgage to buy a ...
  46. How to Avoid Outliving Your Reverse Mortgage

    Running out of proceeds sooner than you expected to is one of the major risks of taking out a reverse mortgage.
  47. How to Choose a Reverse Mortgage Payment Plan

    Lump sum? Tenure? Term? Line of credit? Here’s a look at how each payment plan works, along with the pros and cons.
  48. Eyeing a 401(k) Loan? There Are Better Options

    A 401(k) loan may sound good but it's not worth the risk. Here are other options that allow you to leave your retirement ...
  49. How to Handle Client Beneficiary Designations

    Beneficiary designations are a critical financial planning step that can be easily overlooked. Here's how to ensure they ...
  50. Which 401(k) Plan is Right for You?

    An overview of the different types of 401(k) plans and how to choose the right one.
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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