Retirement

  1. Advisors: Why Older Clients Need Housing Help

    When was the last time you talked to your clients about housing in retirement?
  2. Why Near-Retirees Shouldn't Sweat the Volatility

    With the stock market bumpy, some folks nearing retirement might be nervous. Here's how to create some wiggle room for your ...
  3. Find an Affordable Timeshare on a Retiree's Budget

    Vacations can be expensive, especially on a fixed income. These tips will help you buy a share in a getaway property that's ...
  4. What to Do When Your Doctor Doesn't Take Medicare

    Stay and pay the full fee? Cut and run to another provider? Five ways to cope when Medicare threatens to break up you and ...
  5. 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 ...
  6. 4 Reasons Why Americans Retire in Mexico

    Learn why Mexico's low cost of living, inexpensive health care, natural beauty and culture make it such a popular retirement ...
  7. The Cities Where the Ultra-Rich Retire in Florida

    Understand why the Florida communities of Miami Beach, Palm Beach and Key West serve as magnets for the ultra-rich retirees ...
  8. Is Delaying Social Security Until 70 a Good Idea?

    Soon to be retirees are often told it's best to wait until age 70 to collect Social Security. Here's why this is not always ...
  9. The Better Way to Save: Life Insurance or IRA?

    Sure, you can tap your permanent life insurance policy to help fund your retirement. But in most cases, an IRA is the better ...
  10. Pick 401(k) Assets Like A Pro

    Professionals choose the options available to you in your plan, making your decisions easier.
  11. Common Estate Planning Mistakes

    Estate planning requires careful consideration over the course of years.
  12. Estate Planning Tips

    Estate planning requires careful consideration over the course of years.
  13. Retired & Rich? The 5 Most Luxe Timeshares

    Timeshares have gone seriously upscale. No longer mid-range vacation places, here are some very deluxe locations for retirees.
  14. How to Choose 401(k) Investment Options

    401(k) plans have become an integral part of retirement planning for good reason.
  15. Your Heirloom Jewelry: How Much Is It Worth?

    You grandma's diamonds are now yours. Whether you plan to keep them or not, you first need an honest appraisal. Here's how ...
  16. 4 Reasons Why Americans Retire in the Dominican Republic

    Understand why many Americans are deciding to retire internationally. Learn about the top four reasons why Americans are ...
  17. 5 Reasons Why Americans Retire in Malaysia

    Understand why Americans are deciding to retire internationally. Learn about the top five reasons why Americans are retiring ...
  18. The 5 Best Retirement Communities in Sarasota, Florida

    Discover five of the most popular retirement communities in the Sarasota/Bradenton area of Florida, and why retirees are ...
  19. The 5 Most Relaxing Timeshare Locations for Retirees

    If your reason to own a timeshare in retirement is to have a retreat where you can truly relax, you need a location where ...
  20. How Much Can You Contribute to Your 401(k)?

    Given the fairly high compensation limits on these retirement plans, most workers can pitch in more than they currently do. ...
  21. What are the main kinds of annuities?

    Learn about the four basic types of annuities, and why the different investment and payout options are suitable for different ...
  22. What are the risks of rolling my 401(k) into an annuity?

    Learn about risks to consider before rolling over your 401(k) into an annuity, including increased fees and the risk of forfeiting ...
  23. You Would Be Crazy to Retire in These 3 States

    Learn the common criteria for choosing a retirement destination, and understand why you would be crazy to retire in Oregon, ...
  24. When Taking Social Security Early Can Make Sense

    Sometimes it makes financial sense to take Social Security early. Here's a look at when this might be a good idea.
  25. Dodging the Dangers of Self-Directed IRAs

    Self-directed IRAs are an attractive option for investors looking to build nest eggs. But they should exercise caution in ...
  26. Life Insurance & Annuities: Sound Investments?

    There are certain scenarios in which investing in insurance is a savvy move. But expect a big chunk of your money to go toward ...
  27. How to Help Clients Navigate Open Enrollment

    With companies trying to pass on more costs to employees, making the right choices during open enrollment is more important ...
  28. Top Strategies for Tax-Free Roth IRA Conversions

    Finding a way to convert a traditional IRA to a Roth IRA is a tricky process. Here's when it makes sense to do so.
  29. Could Robo-Advisors Overtake 401(k) Providers?

    Despite the lower cost and tech efficiency, it will most likely take robo-advisors several years to make a real impact in ...
  30. Social Security and Divorce: A Guide

    Retirement for divorced individuals can be more complex. Here's how to navigate Social Security benefits.
  31. The 5 Best Retirement Communities in Charleston, South Carolina

    Learn about five of the most desirable retirement communities for seniors that are located in and around Charleston, South ...
  32. What Does It Cost to Retire in the Philippines?

    Find out why the Philippines rates as one of the cheapest retirement spots in the world and why many choose to spend their ...
  33. How do I get out of my annuity and transfer to a new one?

    Find out how to transfer your investment from one annuity to another, including what factors to consider before making the ...
  34. Are Cafeteria plans exempt from Social Security?

    Find out what types of benefits your employer's cafeteria plan may offer and which benefits are exempt from Social Security ...
  35. Corporate Bonds or Stocks: Which is Better Now?

    With market volatility high, you may think it is time to run for corporate bonds instead of stocks. Before you do take a ...
  36. How Retirees Should Prepare for a Rate Hike (VBMFX, VFSUX)

    Janet Yellen has indicated that there will likely be a rate hike later this year. Here's how retirees should prepare.
  37. 4 Investment Mistakes That Will Cost You

    Whether you're just starting out or have been investing for years, mistakes happen. But some of them will cost you big and ...
  38. How to Lower Investment Account Fees in Retirement

    Retired investors need all the money they have, which is why they should keep an eye on investment fees, as high fees can ...
  39. 4 Ways Retirees Can Save on Insurance

    Retirement doesn't mean the end of the road, nor does it mean paying full price for insurance. Carriers reward age and less ...
  40. Retirement Tips for Millennials from Gen Xers

    Gen Xers' financial situation has been very different from previous generations'. Now they'd like to pass on some hard-earned ...
  41. Planning 401(k) Investments In a New Job

    Your 401(k) is one of the most important financial tools that you have. Setting it up the right way is key to a successful ...
  42. 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 ...
  43. 6 Reasons Why Americans Retire in Panama

    Understand why more and more Americans are retiring to Latin America. Learn why Panama is a popular retirement destination ...
  44. Retirement Looming? Here are 6 Essential Tips

    Planning on retiring in the next decade or so? Here is a checklist for both advisors and those planning on their own.
  45. How Fixed Index Annuities Yield Retirement Income

    For investors worried about outliving their income in retirement, fixed indexed annuities can help fill the gap. Here's how.
  46. 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 ...
  47. Are continuing care retirement communities accredited?

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

    Buy-side firms are those that comprise Wall Street’s investing institutions.
  49. 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.
  50. 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 ...
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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