Retirement

  1. How Gen X Should Plan for Retirement

    A new study shows that Gen Xers are very different from others when it comes to retirement planning. Here's some insight ...
  2. When are beneficiaries of a will notified?

    Learn when the beneficiaries of a will must be notified, and understand how this requirement varies depending on whether ...
  3. Do beneficiaries of a trust pay taxes?

    Learn how interest income from a trust is taxed, and understand when this money is taxable to the trust and when it is taxable ...
  4. Are variable annuities guaranteed?

    Learn why variable annuities do not come with guarantees, but understand how investors may protect their principal by purchasing ...
  5. What are custom target-date funds?

    Discover how custom target-date funds (CTDFs) give plan sponsors more decision-making power and why they use a more hands-on ...
  6. Are variable annuities safe?

    Discover how several layers of protection are instituted, and how regulatory laws by FINRA and the SEC are utilized to make ...
  7. 7 Certifications to Get After You Retire

    Your schedule opens up significantly in retirement. Pursuing any of these seven certifications will keep you busy as you ...
  8. Retire in Ireland with $200,000 of Savings?

    Many retirees going to Ireland find that the slower pace translates into a higher quality of life that's also affordable. ...
  9. Find the 5 Top Places for Retiring in Ireland

    From historic, bustling Dublin to the seaside villages of the coasts, these appealing Irish towns deserve a spot on your ...
  10. Retire in Uruguay with $200,000 of Savings?

    While it's not the cheapest in Latin America, this coastal country can still be more affordable than the U.S.
  11. How to Shift From Saving to Spending in Retirement

    Most people prefer a known monthly payment to the complex decision of investing a lump sum to cover their financial needs ...
  12. Benefit From Senior Discounts

    Older people can save a surprising amount using senior discounts. With Social Security payments flat for next year, this ...
  13. Look Here If You're Buying a Second Home Abroad

    One way to focus your search? Consider what would be an ideal destination for a weekend getaway, an annual vacation or an ...
  14. What Does It Cost to Retire in Ecuador?

    Discover why Ecuador is one of the most senior-citizen-friendly countries in the world, where a retired couple can retire ...
  15. What Retirees Should Know Before Volunteering

    When volunteering involves expenses, did you know they may be tax-deductible? Here's the scoop.
  16. 7 Simple Steps to $1 Million

    Given enough time, you can build a sizeable amount of wealth. Here are some tips to help you get there.
  17. You Might Retire Late – But Be Ready by 62

    Be realistic about retirement age when you're doing financial planning. Here are some reasons many workers find themselves ...
  18. Why isn't the cost-of-living adjustment mandatory?

    Learn why increases in the cost-of-living adjustment, or COLA, for Social Security benefits don't occur each year automatically.
  19. The 5 Best Retirement Communities in Venice, Florida

    Discover why retirees are settling in the Venice/Port Charlotte area of Florida and the top five retirement communities located ...
  20. Are variable annuities a good retirement investment?

    Discover the basics of variable annuities, the positive and negative aspects associated with them, and who is best suited ...
  21. How to Strategize for Newly-Single Clients

    The loss of a spouse is a major life change. During this period, advisors have an opportunity to ensure a client's smooth ...
  22. How to Help Clients Plan for the End of Life

    Advisors who can show their clients the real costs of longevity and then provide practical solutions.
  23. The Cities Where the Ultra-Rich Retire in New York

    Discover why wealthy and active adults retire in New York, the cities they favor and key information about each city that ...
  24. This Is Why Your Employer Should Offer a 401(k)

    Understand the unique benefits that come with a small business offering a retirement savings plan such as a 401(k) to current ...
  25. Use These 5 Apps to Build Your Emergency Fund

    Everyone needs an emergency fund in case of a job loss, injury or other unexpected expense. These apps make it easy to accumulate ...
  26. Is Google Stock Suitable for Your IRA or Roth IRA?

    Discover if Google is an appropriate investment for an IRA and whether it is more appropriate for a traditional IRA or a ...
  27. Is Tesla Stock Suitable for Your IRA or Roth IRA? (TSLA)

    Find out Tesla's suitability for an IRA and whether it is a better investment for a traditional IRA or a Roth IRA; learn ...
  28. Prudential Financial's Profits Run on this Product

    Expansion into global markets while focussing on tried and true policies at home has helped Prudential Financial grow and ...
  29. Why Roth IRAs May Make Sense for the Wealthy

    A look at how Roth IRAs can reduce the tax bill for even the wealthiest taxpayers.
  30. My Employer Doesn't Offer a 401(k). Should I Care?

    Find out what do if your employer doesn't offer a 401(k) retirement savings plan, including alternative investment options ...
  31. 5 Reasons to Leave Retirement Planning to Your Wife

    Wives live longer than their husbands, so their retirement stakes are higher. Luckily, certain qualities make women especially ...
  32. Top 4 Retirement Cities in Uruguay

    With options from a cosmopolitan capital to a South American St. Tropez, the livin' is easy for expats in this coastal neighbor ...
  33. How safe are variable annuities?

    Discover more about variable annuities, what they offer individuals entering retirement and what forms of protection are ...
  34. 6 Ways to Give Back After Retirement

    Discover the various ways that retired individuals can give back, donating their time, skills and money while still maintaining ...
  35. Top Retirement Community Developers

    Learn which companies are the top developers of communities for active adults and the history behind each of these popular ...
  36. Are ETFs a Good Fit for 401(k) Plans?

    The popularity of ETFs among investors and advisors continues to grow. But are they a good fit for 401(k) plans?
  37. Going Back to School as a Retiree? Here's a Guide

    The options for becoming a student after your working life ends are easier and less expensive than you might think.
  38. Do Robo-Advisors and Retirees Mix?

    Robo-advisors have democratized investing for many, but can they help retirees? Here are some things to consider before choosing ...
  39. How to Create a Client Investment Policy Statement

    Investment policy statements are vital for financial advisors and their clients. Here are some tips for creating them.
  40. The 5 Best Retirement Communities in Fort Myers, Florida

    Discover why Fort Myers, Florida has become a popular retirement destination, and learn about five of the best retirement ...
  41. Using Your 401(k) to Pay Off a Mortgage: The Pros and Cons

    Learn the advantages and drawbacks of using assets accumulated within a 401(k) retirement savings plan to pay down a mortgage ...
  42. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not ...
  43. Annuities Vs. Bonds: Which One Is Better For You?

    Compare the important features of annuities and bonds, and understand which investment vehicle is the better choice based ...
  44. What is the size of the average retirement nest egg?

    Learn about the average nest egg for retiring Americans and why you certainly do not want to be average when it comes to ...
  45. 10 Steps to Retiring as a Millionaire

    Retiring with a million-dollar portfolio may sound like a dream, but it’s certainly attainable.
  46. 2 Common Ways to Misuse Target Date Funds

    The world of asset classes is just as complicated as taking vitamins. How much should you take of small caps? Intermediate ...
  47. What Does It Cost to Retire in Uruguay?

    Though not as big a bargain as other Latin lands, Uruguay still offers an affordable haven for expats of a certain age.
  48. Top Tips for Helping Clients Through a Divorce

    It may take a delicate touch to properly assist clients who are going through a divorce. Here are some tips.
  49. What Target-Date Funds Can Teach About Investing

    Target-date funds are a popular way to invest for retirement. Here's what they can teach the novice investor.
  50. Charity or Retirement Saving: Which to Prioritize?

    Financial planners need to help clients with their financial goals but also support them in their philanthropic endeavours. ...
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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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