Retirement

  1. The 4 Best Countries for Retiring in Asia

    Whether you're looking to hang out with your fellow expats, or immerse yourself in the local culture, Asia has much to offer ...
  2. How to Hedge Longevity Risk with Annuities

    Many Americans are looking for guaranteed retirement income that will last as long as they will. Here's how immediate annuities ...
  3. How Fees and Taxes Can Consume Your Nest Egg

    The challenges of saving for retirement are many; high fees, excessive fund costs and the impact of taxes can really add ...
  4. 7 Best Robo-Advisors for Client Transparency

    These are the top seven robo-advisors when it comes to the transparency of their fees and services.
  5. Can My Pension Fund Embrace Automated Investing?

    Robo-advisors are the hot thing in investment management. Is one coming to a retirement fund near you, or does your fund ...
  6. Is a Vanguard Roth IRA Account Right For You?

    Learn about factors such as fees and fund performance that help determine whether Vanguard is a suitable place to hold a ...
  7. Philippines: A Friendly Country for English Speakers

    Read about one of Asia's top English-speaking countries, and learn about the government policies that have brought English ...
  8. What to do During a Market Correction

    The market has corrected...now what? Here's what you should consider rather than panicking.
  9. 7 Ways to Use a Strong Credit Score During Retirement

    Find out why it is important to maintain a good credit in retirement. Learn seven reasons not to leave your credit score ...
  10. How to Hire a Retirement Advisor

    Making a retirement plan is a demanding task. Finding the right person (or people) to do it takes care.
  11. What Retirees Need to Know About Health Insurance

    Healthcare costs can eat a large chunk out of a retiree's income. Knowing what to expect can help you prepare and make the ...
  12. Your Retirement-Planning Team

    As you accumulate wealth, retirement planning can be too complex for just one person. The right team can help you avoid headaches ...
  13. Make Sure You Avoid Adding These Mutual Funds to Your 401(k)

    Find out which five types of mutual funds you should avoid in your 401(k), including why buying this year's hottest fund ...
  14. An Annuity Lowdown for Investors and Advisors

    Knowing how annuities work starts with an explanation of what each part is. Here is a list of terms that cover the basic ...
  15. Is This the Most Important Retirement Investment?

    Giving back in retirement is an oft-ignored but important investment. Giving charitably can be a force for happiness for ...
  16. Best Income Investing Strategies for Retirees

    The past few years have been tough for retirees seeking income from their investments. Here are some of the best strategies ...
  17. How to Prod Clients Into Talking Long-Term Care

    Long-term care is a difficult subject to broach, but it's a reality for millions of Americans. Here's how to bring it up ...
  18. All That Glitters Does Not Belong in an IRA

    Gold can be an attractive investment given its meteoric rise. But those wanting it within their IRA must look at some of ...
  19. 3 Methods to use Life Insurance as an Investment During Retirement

    Find out whether life insurance may be a smart investment after you retire, and why it really depends on what you are trying ...
  20. 3 Safer Income-Oriented Asset Classes for Retirees in 2016

    Learn why the chase for safe retirement income will continue in 2016 with market yields remaining low, even with the Fed's ...
  21. The Top 3 Invesco Funds for Retirement Diversification in 2016

    Explore analyses of the top three Invesco mutual funds for retirement diversification in 2016, and learn about the characteristics ...
  22. 6 Cities in Puerto Rico for Retirement and Vacationing

    Learn about some of the most popular retirement destinations in Puerto Rico, and decide whether this U.S. territory is the ...
  23. Top 5 Transamerica Funds for Retirement Diversification in 2016

    Learn about five Transamerica funds that can provide retirees with viable alternatives to underperforming savings through ...
  24. Those Who Retire Early Share These Traits

    According to a recent survey, many working people with modest means plan to retire early, and they usually possess a few ...
  25. Real Estate Rents Can Fund Your Retirement

    Rental properties can provide a steady source of income in retirement, but it’s not an effortless investment.
  26. The Generation Gap in Retirement Savings

    Baby Boomers may be closer to retirement, but compared to Millennials, they’re less likely to be on track with their savings. ...
  27. 5 Ways to Supercharge Your Retirement Savings

    Don't go into retirement without first supercharging your investments and savings.
  28. 6 Methods to Maintain a Healthy Credit Score During Retirement

    Learn how to improve your credit score during retirement. Your credit score still matters in retirement, and these tips can ...
  29. Asset Builder: Is This Robo-Advisor a Good Bet?

    Is robo-advisor Asset Builder right for you? It all depends on the type of investor you are.
  30. The True Cost of Robo-Advisors

    Robo-advisors may be cheaper, but are they always the right choice? How to tell if a robo is the least cost-effective choice.
  31. 5 Tax Advantages of Indexed Universal Life

    Indexed universal life insurance provides these five tax benefits.
  32. When You Should File Early for Social Security

    Filing early for Social Security can make sense. Here's a list of when it's appropriate to ignore the conventional wisdom ...
  33. Roth IRAs: When to Convert, When Not To

    Converting assets in traditional IRAs to a Roth can provide clients with an additional set of options in strategizing for ...
  34. 7 Things You May Not Know About Social Security

    Social Security is designed to provide a safety net, but a lack of understanding can negatively impact a recipient's benefits.
  35. Why You Should Keep Your Equity Sails Flying

    Why leave money in equities and risk another year of lost opportunity, when fixed income securities seem to be on the road ...
  36. Six Funds to Maximize Your Income in Retirement

    Which funds work best during retirement, when you are drawing on your saving accounts for income? Here are six recommended ...
  37. 5 Sunny Places to Retire to Outside the U.S.

    Yearning to live abroad? Here are 5 hot places (literally and figuratively) to spend your post-workaday years.
  38. How Survivorship Life Insurance Works

    Should you buy a survivorship life insurance policy?
  39. How a 403(b) Works After Retirement

    Everything you need to know (don't be afraid to ask) about handling your 403(b) plan when you retire.
  40. How to Make Early Retirement a Reality 

    Early retirement doesn't have to just be a pipe dream if you've got a plan for making it happen.
  41. How do Provident Funds Work?

    A provident fund is a government-managed retirement savings plan.
  42. Tips for Closing in on Retirement

    Here’s a financial planning to-do list for anyone within 10 years of retirement:
  43. Why Homemakers Face a Risky Retirement

    According to a survey, homemakers run the risk of not being retirement ready. Here are some ways nonworking spouses can prepare ...
  44. Retirement is a whole new ball game for the Boomers

    Learn about the eight key things modern retirees do differently in 2015 than in previous generations, and the pros and cons ...
  45. 5 Retirement Trends for 2016

    Whether baby boomers are retired, semi-retired or starting second careers for fun, their choices will dominate American culture ...
  46. How to Help Single Clients Plan for Retirement

    Financial planning often focuses on married couples, but there are lots of unmarried folks who need advice from financial ...
  47. How to Educate Clients on Self-Directed IRA Risks

    Self-directed IRAs are not for inexperienced investors. They carry these unique risks.
  48. Recharacterizing Your IRA Contribution or Roth Conversion

    Learn why you might make such a transaction and find out how to calculate how it will affect you.
  49. An Introduction to Roth IRAs

    Be sure to consider the tax benefits and the eligibility requirements of the Roth IRA.
  50. How to Choose a Residential Care Home

    When an elderly loved one needs supervision, a residential care facility can be the closest thing to living at home.
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.
Trading Center