Retirement

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  1. Using Insurance in a Business Succession Plan

    How to use life and disability insurance to help fund a business succession or buyout plan.
  2. 3 Ways Retirees Can Generate Income From Investments

    Retirement can last a long time, which means people not only have to save for retirement but see it generate income. Thankfully ...
  3. Long-Term Care: How Technology Can Defray the Cost

    The chances of needing long-term care are high which means an added and costly expense. Thankfully technology can play a ...
  4. What Role Should Annuities Play in Retirement?

    Fixed annuities can provide income protection for those worried about outliving their assets. But don't buy a bigger policy ...
  5. How Veterans Can Pick the Right Financial Advisor

    Veterans who are looking for a financial advisor need to ask these questions.
  6. Elizabeth Warren's Solution to No COLA Increase in 2016

    Look at Sen. Elizabeth Warren's plan for a 3.9% increase in Social Security benefits in place of a COLA in 2016, and how ...
  7. Top 5 Fidelity Funds for Retirement Diversification in 2016

    Learn how five top funds from Fidelity can be allocated to create a diversified retirement portfolio for generating lifetime ...
  8. Is Alcatel-Lucent Stock Suitable for Your IRA or Roth IRA? (ALU)

    Learn about whether Alcatel-Lucent is better as a retirement investment in a traditional IRA or a Roth IRA. Find out about ...
  9. The 3 Best Social Security Calculators For 2016

    Find out how to analyze your Social Security benefits under different retirement scenarios using multifunctional online Social ...
  10. 4 Reasons Estate Planning Is So Important

    Estate planning isn't fun, but without it, there can be devastating consequences.
  11. 3 Mutual Funds That Are Top Bets for Retirement in 2016

    Find out which three mutual funds offer the best combination of consistent performance and low cost for your retirement income ...
  12. Top 3 T. Rowe Funds for Retirement Diversification in 2016

    Find out which T. Rowe Price funds to use to create a diversified retirement income portfolio for current income, income ...
  13. The 401(k) Plans That Vanguard Offers

    Find out what you need to know about Vanguard's 401(k) plan offerings to large and small businesses and what makes them so ...
  14. Why Own Life Insurance in a Qualified Retirement Plan?

    What are the pros and cons of owning cash value life insurance in a qualified retirement plan?
  15. 401(k) Contribution Limits in 2016

    Find out what the contribution limits are for 401(k) retirement savings plans in 2016, including individual, employer and ...
  16. Top Tips for Retaining Widowed Clients

    These tips should help keep your widowed clients safely in your book of business for years to come.
  17. The Top 5 Retirement Income Equity Mutual Funds for 2016

    Find out the top five retirement income-equity mutual funds for generating solid total returns for your retirement-income ...
  18. Top 4 Dodge & Cox Funds for Retirement Diversification in 2016

    Find out the four Dodge & Cox mutual funds to use to create a well-diversified retirement income portfolio and learn why ...
  19. What is a Lump-Sum Payment?

    A lump-sum payment is a one-time payment for the total or partial value of an asset.
  20. Find the Top Retirement Cities in Puerto Rico

    From sprawling urban San Juan to seaside and mountain towns, Puerto Rico is dotted with communities that retirees might want ...
  21. 4 Tips for Retiring in Puerto Rico

    If beaches are your thing, Puerto Rico is likely on your radar as a retirement destination. Here's what else to know before ...
  22. How Much Millennials Need to Save for Retirement

    Millennials may not be worrying about retirement just yet, but they should be thinking about how much they'll need to save ...
  23. Retirement: Why the First Decade is the Most Vital

    Retirement doesn't mean retiring from managing finances. And the first decade of retirement is the most crucial. Here's why ...
  24. Why Not to Despair Over Retirement Budgeting

    Recent research shows people spend much less money in retirement than they do during their working lives. Here's why.
  25. Iconic Restaurants and Top 10 Economies: The Top INV Stories of 2015

    What were you reading in 2015?
  26. 7 Easy Countries for Retirees to Get Citizenship

    Not that you always need citizenship to establish a home in a new country. Permanent residency might do just as well.
  27. A Review of Vanguard Target Retirement Funds

    Gain insight into the Vanguard Target Retirement Funds with a look at the fund composition, fees and what to consider in ...
  28. 3 Signs You Have Retirement Disillusionment

    Everyone has an idea about what their retirement will look like but often the reality is far from the expectations.
  29. How Doctors Can Find the Right Financial Advisor

    Doctors looking for a financial advisor can find them using these methods and should ask the right questions.
  30. Estate Planning Tips for Tax-Deferred Investments

    Bequeathing assets in tax-deferred investments can be tricky. Here are some of the pitfalls and how to avoid them.
  31. Pros and Cons of "Small-Home" Care Facilities

    Intimate alternatives to traditional large nursing homes are gaining popularity. Could one of them be right for you or a ...
  32. New Retirement Plan Limits for 2016

    Here's what the limits look like for 2016, compared to 2015 (the taxes you'll file in April).
  33. Top Retirement Planning Tips for New Mothers

    Whether you choose to be a stay-at-home mom or a work-at-home mom, there are retirement savings options for you.
  34. Capital Gains Tax 101

    Find out how taxes are applied to your investment returns and how you can reduce your tax burden.
  35. 3 ETFs that are Top Bets for Retirement in 2016 (SCHZ, VYM)

    Look at three ETFs that retirees or near-retirees should consider heading into 2016, and why it's important to consider both ...
  36. How Working Might Hurt Your Retirement Plans

    Research shows that relying on your ability to work well into your retirement — depending on your line of work — may not ...
  37. Is Costco Stock Suitable for Your IRA or Roth IRA? (COST)

    Understand why shares of Costco are better suited for investments in a traditional individual retirement account as opposed ...
  38. Should I Invest in Bonds After I Retire?

    Yes, retirees should invest in bonds, but remember that not all bonds are safe investments. Seek the help of a financial ...
  39. Why Retirees Can't Count on Muni Bonds

    Interest may not be tax-exempt for seniors with Medicare or Social Security benefits.
  40. Is Rite Aid Stock Suitable for Your IRA or Roth IRA? (RAD)

    Find out if Rite Aid stock is suitable for an IRA investment. Learn about RAD's financial outlook and whether a traditional ...
  41. Retirement Tips for Lawyers

    Learn valuable tips that lawyers can use to prepare themselves financially, mentally and emotionally for a great new life ...
  42. Is Apple Stock Suitable for Your IRA or Roth IRA? (AAPL)

    Discover the taxation structures of traditional IRAs and Roth IRAs, and five reasons why Apple is a suitable stock to add ...
  43. 3 REITs that Are Top Bets for Retirement in 2016 (HCP, O)

    Learn more about three real estate investment trusts (REITs) that would be the best bets for boosting your retirement income ...
  44. Why You Should Set Up a Charitable Trust Now

    Now may be the best time to set up a charitable trust. Here's why.
  45. Retirement Planning: Don't Do These 6 Things

    If you’re putting in the work to build your retirement, you should put in the work to protect it. Here are six mistakes to ...
  46. Top Estate Planning Tips for 401(k)s and IRAs

    Here's how to avoid estate planning pitfalls when it comes to leaving IRA and 401(k) assets to heirs.
  47. Is Cisco Stock Suitable for Your IRA or Roth IRA? (CSCO)

    Learn about long-term prospects for Cisco shares and the general investment thesis. Find out if the stock is better suited ...
  48. The Risks of Reaching for Yield During Retirement

    In a low-interest-rate environment, when "safe" investments aren't enough to support your retirement, how much risk is acceptable ...
  49. Beware: How to Spot Popular Scams for Retirees

    Some scams are tailor-made for seniors, but knowing the tricks of the fraudulent trade provides the best defense against ...
  50. How to Create a Solid Succession Plan for Your Business

    If you want to start finding trusted people to take on key leadership roles within your company, the time to start is now. ...
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  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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