Retirement

  1. Beach-onomics: Live By The Water

    Just like other markets, coastal prices fluctuate, and timing is everything. We'll take a look at some of the economics of ...
  2. Retirement Jobs You Can Do From The Beach

    If you're ready to hit the beach but you're not financially ready to retire, there is hope.
  3. Will Your Job Let You Retire A Millionaire?

    These jobs will get you to the million mark by retirement if you save 10% of your salary each year.
  4. 9 Factors That Affect When You Retire

    Are you headed to an early retirement, or will you be working into your golden years?
  5. The Millionaire's Retirement Plan

    It's not impossible to retire with $1 million, but it does take timing, luck and commitment.
  6. The Workaholic's Retirement Plan

    If you're still punching the clock after 30 years, what kind of retirement plan should you have?
  7. Want To Leave Money To Your Family? Stretch Your IRA

    Find out how your beneficiaries can enjoy tax-deferred growth for as long as possible.
  8. Encouraging Good Habits With An Incentive Trust

    Money can be a powerful motivator - why not use it to teach your heirs positive lessons?
  9. Avoiding IRS Penalties On Your IRA Assets

    The best way to avoid additional charges and taxes is to know which transactions have expensive consequences.
  10. Wall Street History: Social Security, Martha Stewart And Men In Dresses

    This week in financial history saw the birth of social security, a bizarre rogue trader and more.
  11. Filling In The Medicare Gaps

    Basic Medicare is not a perfect fit for everyone - sometimes, extra policies are required to suit a person's needs.
  12. Strategies For Withdrawing Retirement Income

    You've accumulated the wealth you need to retire, but how will you distribute it? We'll lay out some options.
  13. Establishing A Revocable Living Trust

    This arrangement allows you to have more control over your estate - both before and after your death.
  14. Reverse Mortgage Pitfalls

    Before tapping your home equity, find out what can go wrong.
  15. How To Parent Your Aging Parents

    For sandwich generation, planning ahead is key to good elder care.
  16. Outliving Your Retirement Savings

    Find out how this worst-case scenario can happen, and what you can do if it happens to you.
  17. 5 Penalty-Free IRA Withdrawals

    Most Americans think that an IRA is locked up until they reach 59.5, and withdrawals before that date trigger taxes and a ...
  18. Selecting The Payout On Your Annuity

    Make sure you understand your options for withdrawing your funds from this complex instrument.
  19. 7 Expenses You Can Ditch In Retirement

    You get to save on some significant expenses when you retire, leaving more money to do the things you want.
  20. 6 Hidden Government Revenue Streams

    You may be well aware of the tax dollars the government withholds from your paycheck, but this isn't the only way your income ...
  21. 6 Ways To Leave Less For Uncle Sam

    Both the fabulously wealthy and the millionaire next door need to plan for the estate tax boomerang.
  22. 6 Dying Job Perks

    In the wake of the worst recession in a generation, many employee benefits have landed on cutting block.
  23. 8 Popular Post-Retirement Jobs

    Whether it's out of financial necessity or to combat boredom, an increasing number of seniors are taking on post-retirement ...
  24. The reason why ERISA qualified plans should have an investment policy statement is ...

    The reason why ERISA qualified plans should have an investment policy statement is to: a. list guidelines for choosing an ...
  25. 6 Things You're Doing To Delay Your Retirement

    These habits could have you working longer, retiring later and finding yourself flat broke in your golden years.
  26. Top 403(b) Questions Answered

    This plan doesn't get as much attention as its more popular cousin - the 401(k) - but it has a lot of benefits for eligible ...
  27. Top Ways To Invest Your Tax Refund

    Investing your tax refund will give you the best possible return.
  28. 5 Tax(ing) Retirement Mistakes

    Avoiding these five common tax mistakes can really pay off on your way to retirement
  29. The Obama Tax Hikes - What To Do

    Buy munis, book losses, avoid marriage, consider a Roth conversion now and get your Lasik eye surgery next year.
  30. 5 Strategies For Lowering Next Year's Taxes

    If your tax bill is bigger than you'd hoped, there are few ways you can reduce it next year.
  31. Top 9 Benefits Of A 403(b) Plan

    Find out how the 403(b) plan helps employees of nonprofit entities meet their retirement goals.
  32. 5 Top Tax Season Questions

    A tax pro answers questions she hears most often and quashes some myths.
  33. Hatch A New Financial Plan

    With spring just around the corner, now is a great time for a financial makeover.
  34. A Guide To Investing In Consumer Staples

    These companies may not be flashy but they offer investors structure and diversification.
  35. Tap Retirement Funds To Buy A Home?

    It's not ideal, but there are times when it can make sense to use your IRA or 401(k) for a down payment.
  36. The Defined-Benefit Plan's Many Problems

    The shift in retirement plan schemes - from defined benefit plans to defined contribution plans - raises some important issues. ...
  37. 10 Ways The New Healthcare Bill May Affect You

    This bill is initiating big changes in the U.S. healthcare system. Find out how it will affect you.
  38. What's The Deal With An Opt-Out IRA?

    President Obama has proposed creating a new type of IRA designed to help Americans without access to a company retirement ...
  39. The 4-1-1 on 403(b) Plans

    These plans resemble 401(k) plans in many respects, but are specially designed for nonprofit entities.
  40. Are The Volunteer Corps Right For You?

    The Peace Corps and AmeriCorps offer low pay, but they offer higher benefits down the road.
  41. How do 401(k) loans work?

    When individuals are in a tight spot financially, they usually turn to 401(k) loans. The interest rate for the 401(k) loans ...
  42. Debunking The "Best" Retirement Destinations

    These popular destinations have some major drawbacks.
  43. 5 Reasons Not To Convert To A Roth IRA

    Will your tax rate be lower in retirement? Do you plan to spend all your savings? Think twice about a conversion.
  44. Social Security Depletion: Is The Fear Justified?

    There are a number of reasons why concerns over Social Security depletion have emerged, but there are ways you can prepare ...
  45. Earn Big Bucks With A Specialized Financial Career

    Choosing to specialize may be easier for you and more beneficial to your clients.
  46. Getting Started On Your Estate Plan

    With some preparation, you can save your heirs from paying a hefty estate tax. Here are some tips.
  47. What are the exceptions to the premature withdrawal penalty rules for IRA accounts?

    Generally, if you are under age 59.5 and you withdraw funds from your traditional IRA, you must pay an additional 10% tax ...
  48. For Young Investors, Too Many Choices, Too Few Dollars

    Your retirement may be decades away, but this is no time to procrastinate.
  49. Long-Term Care Insurance: You Have Options

    The latest offerings provide more coverage and the ability to pick and choose what types of coverage you'll need.
  50. Taxpayer Alert: 1099 Traps Multiply This Year

    Bank consolidations, stock options, and 1099-R changes could create problems. Here's how to stay out of the IRS' crosshairs. ...
  51. Cut Your Tax Bill With Permanent Life Insurance

    Learn how to lower your income tax and avoid estate tax - all while building wealth.
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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