Retirement

  1. 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 ...
  2. Why Early Retirement Is A Bad Idea

    8 good reasons to put off your retirement date
  3. IRA Holders Face New Rules in 2015

    New rules for IRA holders mean less loopholes in 2015.
  4. Top Tips for Family Wealth Transfers

    Essential tips for tackling family wealth transfers.
  5. How to Keep Up With the Retirement's Evolution

    How people think of retirement is changing rapidly. Here's how financial advisors can address semi-retirement, growing longevity ...
  6. Want To Learn Financial Tips For Women?

    Although Men Are From Mars, Women Are From Venus was focused more on love than money, some of the analogy also works fairly ...
  7. What is the difference between a national and a regional investment brokerage?

    Learn the differences between a national and a regional investment brokerage, and the advantages and disadvantages of doing ...
  8. 2015 Cash Offers To Move Your IRA Or 401(k)

    Move your IRA to (or open a new one at) one of these retirement-fund custodians and you could get a cash reward – 401(k) ...
  9. How Do Women Close The Retirement Savings Gap?

    Every year, BlackRock conducts a survey to learn about the attitudes and behavior of investors. We just released our findings ...
  10. Expat In America: Visas To Retire In the U.S.

    It isn't easy for non-citizens to retire in the United States unless a family member is already a citizen. But some visas ...
  11. Why A High-Yield Dividend May Not Be Sustainable?

    Dividend stocks are the foundation from which great retirement portfolios are built, and they serve multiple purposes for ...
  12. How to Transition Your Client Into Retirement

    The first step into retirement is a big one. Here are tips on how to help your clients transition from earning to drawdown.
  13. What are the advantages of an index fund over an ETF?

    Diversifying a portfolio is one of pillars of investing basics, and an index fund can provide an investor with exposure to ...
  14. Why Mutual Funds Lose Their Five-Star Ratings?

    Ratings help people feel confident about their decision before purchasing. Morningstar’s rating system helps people to find ...
  15. New 401(k) Pension Rollover Rule: Pros and Cons

    Is the new rule allowing participants to roll their 401(k) balances into pensions a good idea?
  16. Reverse Mortgages: How To Find A Good One

    Finding a reverse mortgage generally means using a lender that specializes in them. Here's how to find a reputable one.
  17. Are You Investing With A Purpose?

    We all appreciate having a wide variety of investing choices, but a random collection of investments does not make an investing ...
  18. Life Insurance: How Much Does Age Raise Your Rate?

    If you need life insurance, try to get it before your next birthday. Here's why.
  19. Healthcare: What Are You Really Paying For?

    Long-term care costs rise fast and long-term care providers bundle services together, making it tougher for families to understand ...
  20. 4 Myths You Don’t Know About Medicare

    Here are four common misconceptions about Medicare, the federal government’s health insurance program for people who are ...
  21. Strategies To Build Your Retirement Portfolio

    Retirement indexes are designed to estimate how much an investor would need to have saved today to generate annual income ...
  22. Tapping Retirement Funds Early – Without A Penalty

    The IRS offers several ways to skirt the 10% penalty on early retirement distributions.
  23. Are You An Investor Seeking For More Income?

    For income-seeking investors, it's hard to turn down a double-digit dividend yield like that of Prospect Capital Corporation ...
  24. Why Auto-Enrollment Will Save Your Retirement

    Savers need all the help they can get, even if it amounts to an offer they can't refuse. That's why the biggest improvement ...
  25. Retirement Planning Essentials for Your Clients

    You may have heard these retirement planning tips before, but has your client actually put them into action yet?
  26. This Investment Strategy Could Be Your key To Success

    Goal-based investing seems like an obvious tactic. But many investors have only a vague idea what their goals are, much less ...
  27. Before You Visit Your Tax Preparer: Do This

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  28. Estate Planning Tips for Financial Advisors

    Estate planning is not a set-it-and-forget-it proposition. Here are some tips for you and your clients.
  29. How do deferred tax assets help in meeting retirement goals?

    Learn how tax deferred assets can help individuals achieve long-term financial goals such as retirement and how they differ ...
  30. What are the best ways to pay less income tax?

    Learn about reducing your income tax burden by contributing to an employer-sponsored retirement plan or IRA, and see what ...
  31. Who does Warren Buffett plan to bequeath his estate to?

    Find out how much Warren Buffett is leaving for his heirs and how he wants the funds invested after his death. Learn about ...
  32. What's an Irrevocable Trust?

    In an irrevocable trust, the grantor gives up the right to revise, amend or terminate the trust without the permission of ...
  33. Be An Expat The Easy Way: Relocation Services!

    A good relocation service can greatly ease the stress of moving abroad. Here's what to make sure it does – and what you need ...
  34. 10 Tax Benefits For The Self-Employed

    Running your own business has both personal and financial perks.
  35. Greedy on the Dollar? See This Leveraged ETN

    There are several ways to play the rise in the U.S. Dollar, and the UUPT ETN is definitely one way to consider playing it. ...
  36. Is This the Best Advice You Can Give Your Clients?

    For all the specialized advice you could give your financial advisory clients, this one, simple tip beats them all.
  37. What's The Tax Hit On An IRA Withdrawal?

    That depends on factors from the type of IRA you have to your age. Use this guide to plan ahead – and try not to withdraw ...
  38. Retirement Investing with BlackRock's CoRI Funds

    A look at BlackRock’s CoRI Funds as a retirement investment option.
  39. How do I calculate my Social Security break-even age?

    Learn why age plays an important role for when to start receiving Social Security income and how calculating break-even age ...
  40. How are yields taxed on a certificate of deposit (CD)?

    Learn how interest earned on a certificate of deposit is taxed and how this may reduce the total return of an investment ...
  41. Are treasury bills a good investment for retirement savings?

    Find out whether Treasury bills (T-bills) are a smart investment for retirement, and learn why opportunity cost is a significant ...
  42. What are the most common deferred tax assets used by individuals?

    Use these deferred tax assets to reduce your tax liability and grow your assets simultaneously. Discover the most common ...
  43. Should I use a deferred tax asset for all of my retirement funds?

    Look outside tax-deferred accounts for retirement savings that are worthwhile now and later. Invest a portion in after-tax ...
  44. Save Now To Retire Earlier - Or Just Work Longer?

    Working longer might seem a solution, but job and health risks make it an unreliable option. Compound interest, though, means ...
  45. What are the top Social Security scams targeted at the elderly?

    Prevent Social Security scams by learning to recognize the most common types of scams that target senior citizens receiving ...
  46. Retire in the Caribbean: Top Islands For Expats

    Palm trees, turquoise waters, white-sand beaches – but which Caribbean island is best for retirement? Here's what we learned.
  47. Retiring In Mexico? The 5 Top Cities

    If retiring in Mexico is on your bucket list, check out these cities and regions for a range of cultures and climates.
  48. Is there any way to opt out of paying Social Security?

    Understand more about the purpose of the Social Security system and learn which groups of taxpayers are automatically exempt ...
  49. How Much Should Retirees Withdraw From Accounts?

    Figuring out how much to withdraw from a retirement account every year can be a tough task. Here's help for both the saver ...
  50. How Cheap Is Retiring In Mexico?

    A comfortable life in Mexico can be remarkably affordable. Here's what you can expect to pay.
Save Money
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    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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