Retirement

  1. Can You Afford to Retire in Singapore?

    It costs a lot. But many find the “Switzerland of Asia” well worth the expense.
  2. Find the Top Retirement Cities in Colorado

    Mountain scenery, sunshine and affordability – that's what the Centennial state has to offer, plus great work and education ...
  3. This is the Top Regret of Retirees

    A recent New York Life study has found that the top regret of retirees is not retiring sooner.
  4. What is the difference between the present value of an annuity and the future value ...

    Find out about the difference between the future value and present value of a fixed annuity, including how to use these calculations ...
  5. How do gains from my 401(k) figure into my taxable income?

    Understand what a 401(k) is and how it's used to help employees save for retirement. Learn how gains from a 401(k) figure ...
  6. Does my employer's matching contribution count towards the maximum I can contribute ...

    Maximize 401(k) contributions on your own without fear; employer contributions are separate and do not hinder you contributing ...
  7. Is Risk Aversion Kryptonite to Millennials?

    Financial advisors to millennials need to pay heed to this generation’s aversion to risk and help them understand how to ...
  8. 10 Questions to Ask Your Estate Planning Attorney

    If you want what's best for your spouse and/or children, it's imperative that you ask an estate planning attorney the following ...
  9. What is the difference between a revocable trust and an irrevocable trust?

    Find out more about irrevocable trusts, revocable trusts and the main differences between them.
  10. How to Retire in Monaco

    If you’re well off and you’ve always dreamed of living on the Riviera, glamorous Monaco might be your ideal retirement destination.
  11. How to Battle Inflation During Retirement

    If inflation is imminent, here's how to prepare.
  12. How much will an employer generally contribute to a 401(a) plan?

    Find out how much employers may contribute to an employee's 401(a) retirement plan and why this amount can vary so widely ...
  13. I Maxed Out My 401(k)! Now What?

    Fear not: There are smart ways to ensure that your retirement nest egg keeps growing.
  14. Can You Retire in Myanmar Yet?

    A stash of $200,000 could go a long way in Myanmar (Burma). But for now, it's a place for retirees to visit, not settle down.
  15. How to Establish a Blind Trust

    ...and the reasons why you might want to do so.
  16. Millennials: Retire With $1,000,000 --Here's How

    It is possible for Millennials to retire with $1,000,000, if they take the right steps and make the necessary sacrifices ...
  17. Estate Planning for a Surviving Spouse

    Estate planning for surviving spouses can be difficult for a number of reasons, so it's important to have good support and ...
  18. Gay Marriage Ruling: Its Impact on Estate Planning

    Same-sex couples now face the same legal and financial issues as heterosexual couples; some may need to adopt simpler, more ...
  19. Prospering In The Next Bear Market: Here's How

    Prepare to survive, and even prosper, in the impending bear market, by considering and putting into action the following ...
  20. Pension Annuity vs. Lump Sum: Which is Best?

    Which pension distribution option best serves your client, a pension annuity or a lump-sum payout?
  21. 3 Secrets You Didn't Know About Estate Planning

    Every advisor and saver needs to know these three estate planning secrets.
  22. Roth 401(k) Vs. Roth IRA: Which One Is Better?

    It all depends on your age, your income - and your plans for your retirement nest egg.
  23. How can I increase my standard of living in my retirement years?

    Find out how to plan for retirement, target a standard of living and improve your financial situation once you've already ...
  24. When can benefits be received from a provident fund?

    Find out when participants in provident funds can begin receiving benefits, including how funds can be used to finance important ...
  25. Is Social Security Income a perpetuity?

    Find out why Social Security income is not classified as a perpetuity, including what constitutes a perpetuity and the basics ...
  26. What types of investments are allowed in a provident fund?

    Read about the types of investments allowed in various provident funds around the world, including the Indian, Malaysian ...
  27. How to Best Navigate Taxes in Retirement

    Here's a rundown on tax strategies that can help extend the life of a nest egg.
  28. How does a provident fund compare to U.S. Social Security?

    Find out how provident funds compare to the U.S. Social Security program, including examples of income limits and contribution ...
  29. Tips for Protecting Clients from Scammers

    Predators now have more access to vulnerable clients than ever before; advisors should communicate with clients to better ...
  30. How are benefits from a provident fund taxed?

    Find out how benefits are taxed under the various provident funds around the world, including the Indian Provident Fund and ...
  31. What is a family Limited Liability Company (LLC)?

    Learn about family limited liability (LLC) companies and why they are useful tools in the United States to protect family ...
  32. Two Heads Are Better Than One In Finances

    Given the importance of a retirement account, having professional help with savings accounts is far more important than a ...
  33. 10 Little Known Ways To Reduce Your 401(k) Taxes

    These clever strategies will help you hold onto your money – so you'll have more available for your retirement.
  34. How is maintenance of standard of living for survivors accomplished in estate planning?

    Understand what elements of an estate plan can assist in creating certainty for survivors that allows them to maintain their ...
  35. What type of asset allocation should I use if I am already retired?

    Understand the importance of asset allocation during retirement years, and learn what mix of stocks, bonds and cash is commonly ...
  36. I'm in my 50s. Should I still participate in my company's Roth 401(k)?

    Find out why contributing to an employer-sponsored Roth 401(k) in your 50s can be an especially effective way to bulk up ...
  37. Does it Make Sense to Have an MLP in an IRA?

    Here's why MLPs should — and shouldn't — be considered for an IRA.
  38. How Retirees Should Approach Interest Rate Hikes

    Here's what retirees can do if interest rates rise.
  39. What happens to my Roth 401(k) if I leave my job?

    Understand what happens to your Roth 401(k) when you leave your job, and learn the specific options you have for transferring ...
  40. What is the difference between an intervivos trust and a testamentary trust?

    Understand the differences between a testamentary trust and an inter-vivos (living) trust, and learn why each is important ...
  41. MLPs: How They Are Taxed

    The advantages of MLPs outweigh the disadvantages, especially if you play your cards right.
  42. Why Advisors Should Seek Out Wealthy Workers

    The majority of "high-net-workers" thinks an advisor would add value, but few use them. Financial advisors should see this ...
  43. Are Annuities Right for You?

    Annuities are safe and often appealing, but IRAs and 401(k)s offer advantages that annuities typically can’t match, with ...
  44. What are the differences between a Chartered Financial Analyst (CFA) and a Certified ...

    Understand the differences between a Chartered Financial Analyst and a Certified Financial Planner. Learn how each approaches ...
  45. 5 Ways to Mess Up Estate Planning

    There are several ways to make an estate plan defective, most of which can be easily avoided by periodic plan reviews.
  46. How To Set Up A Trust Fund In The U.K.

    A guide to the whys and wherefores of setting up this most versatile of estate-planning instruments in the United Kingdom.
  47. Top Retirement Planning Tips for Same-Sex Couples

    Financial advisors who work with same-sex couples need to be aware of these key factors to provide effective advice.
  48. Those Who Retire Early Share These Traits

    Here's how people planning on retiring early prepare for what's ahead.
  49. How To Set Up A Trust Fund In Australia

    No, they're not just for the super-rich. But you need to know the rules.
  50. Top Countries For Rich Retirees

    If your dream is to retire abroad and you've amassed a substantial nest egg, consider one of these luxurious options.
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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