Retirement

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  1. 5 Ways to Supercharge Your Retirement Savings

    Don't go into retirement without first supercharging your investments and savings.
  2. 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 ...
  3. 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.
  4. 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.
  5. 5 Tax Advantages of Indexed Universal Life

    Indexed universal life insurance provides these five tax benefits.
  6. 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 ...
  7. 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 ...
  8. 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.
  9. 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 ...
  10. 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 ...
  11. 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.
  12. How Survivorship Life Insurance Works

    Should you buy a survivorship life insurance policy?
  13. 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.
  14. 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.
  15. How do Provident Funds Work?

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

    Here’s a financial planning to-do list for anyone within 10 years of retirement:
  17. 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 ...
  18. 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 ...
  19. 5 Retirement Trends for 2016

    Whether baby boomers are retired, semi-retired or starting second careers for fun, their choices will dominate American culture ...
  20. 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 ...
  21. How to Educate Clients on Self-Directed IRA Risks

    Self-directed IRAs are not for inexperienced investors. They carry these unique risks.
  22. 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.
  23. An Introduction to Roth IRAs

    Be sure to consider the tax benefits and the eligibility requirements of the Roth IRA.
  24. 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.
  25. Bond Ladders: A Bad Idea for Retirees?

    Using a ladder approach may sound smart, but purchasing individual bonds usually means higher costs and less flexibility ...
  26. How to Be a Top Advisor to 401(k) Plan Sponsors

    Serving as an advisor to 401(k) plan sponsors can be a very lucrative niche. Here is what plan sponsors want most from advisors. ...
  27. How to Help Clients Navigate Pension Payments

    Financial advisors play a key role in helping clients make critical pension decisions. Here are some tips to help clients ...
  28. When to Plan for Retirement Income vs. Savings

    Accumulating a nest egg is the first step in effective retirement planning. The second is making sure you have enough income ...
  29. Picking the Best Insurance Provider for Your Needs

    Whole life insurance can come in different flavors and varieties. Scroll through this list to see which options best suit ...
  30. Tips On Delaying Social Security Benefits

    Should you wait to take Social Security benefits? The answer depends on many factors.
  31. How Women In Transition Should Mind Their Finances

    A whopping 70% of female clients leave for a new advisor after the death of their husband or a divorce.
  32. 6 Signs You Are OK to Retire

    As you approach retirement age, there are a number of factors to consider before deciding on when you want to retire. Here ...
  33. Are Student Loans Putting Your Retirement At Risk?

    Can't think about saving for retirement because you are drowning in student loan debt? Here are some solutions.
  34. Retiring in Your 30s: Is It Even Possible?

    Retiring in your 30s is possible for some, but is it the best life change for you?
  35. Medicare 101: Do You Need All 4 Parts?

    At age 65, most people have to sign up for Medicare. Learn which of its four programs are mandatory – and which you can skip.
  36. Retired? Tips for Spending Your Nest Egg Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  37. The Best Retirement-Planning Apps

    Developing a retirement strategy can be quite burdensome. Fortunately, modern technology is here to help, in the shape of ...
  38. Stages of Retirement Planning

    From twenty- to sixtysomething, here are some age-targeted ways to plan for your life post-job.
  39. Boomers: Here's Why Your Nest Egg Could Fall Short

    Baby Boomers' savings could fall short of providing for the kind of retirement they expect. Here's what they can do about ...
  40. Which Robo-Advisor is Best? Here's a Shortlist

    Robo-advisors are not going away anytime soon. Here is a look at 2016's best options for investors considering this form ...
  41. Dividend-Paying Whole Life Insurance: What to Know

    Many whole life insurance policies pay dividends. Here are what policyholders need to consider.
  42. Is a Roth IRA Conversion Right for Your Client?

    Here are the factors advisors and their clients need to consider when it comes to Roth IRA conversions.
  43. Online Tools to Help Make Retirement Savings Last

    These online tools can help stretch retirement dollars as far as possible.
  44. 3 Affordable Arizona Retirement Communities

    Discover the reasons why many active adults enjoy retirement in Arizona, and learn more about some of the most affordable ...
  45. Austin, Texas: The Best Retirement Communities

    Discover five of the most desirable retirement communities for seniors located in the Austin/Georgetown metropolitan area ...
  46. Retirement's Evolution: How Advisors Can Profit

    As the retirement landscape shifts, advisors unable to adapt to a forward-thinking business model may find themselves left ...
  47. Living in the Dominican Republic on $1,000 a Month

    Determine whether a $1,000 monthly budget is enough to live comfortably and safely in the Dominican Republic, an island nation ...
  48. 3 Luxurious New York Retirement Communities

    Discover why retirees are attracted to New York as a retirement destination, and learn more about three of the most luxurious ...
  49. Target-Date Funds Vs. S&P 500 Indexing

    Learn the pros and cons of target-date funds, and why they are increasingly popular in 401(k) plans. There are also ways ...
  50. California's 3 Most Affordable Retirement Communities

    Discover why California is a popular retirement destination, and learn about some of the most affordable retirement communities ...
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