Retirement

  1. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

    Both Social Security Disability Insurance and Supplemental Security Income are administered by the Social Security Administration, ...
  2. 3 Little-Known Ways to Reduce Your Income Tax

    Looking to pay less income tax? Here are three lesser known ways to do so.
  3. Helping the Elderly with Finances: When to Step In

    Knowing when to take over the financial affairs of elderly parents can be difficult. Here are six signs to look out for. ...
  4. Real Estate Trust or LLC? Helping Landlords Choose

    Once you’ve bought property, are you protected legally against the liabilities that come with renting it out? Here's how ...
  5. How Much Will You Owe on Your Inheritance?

    Estate planning can be unpleasant, but in order to get the full benefit of what you've inherited, it’s important to be prepared ...
  6. Look Beyond the Resorts for Retirement in Jamaica

    Look beyond Montego Bay and other resort areas to unearth Jamaica's best spots to call home during retirement.
  7. Where else can I save for retirement after I max out my Roth IRA?

    Max out your Roth IRA first, then look to other retirement vehicles such as 401(k) plans and annuities to sock away as much ...
  8. Ready to Retire? Here's How to Sell and Close Your Small Business

    Learn the essential steps to prepare to sell your business with the best possible outcome, a secure retirement for you and ...
  9. Charles Schwab’s Best Funds for Retirement Savings

    Here's a list of Schwab’s funds for retirement, intended to make planning, diversification and saving for later in life just ...
  10. State Taxes Retirees Should Know About

    State taxes plays a critical role in the quality of life of retirees. Here's what to consider.
  11. Is Starbucks Stock Suitable for Your IRA or Roth IRA? (SBUX)

    Find out if Starbucks stock is a suitable investment for an IRA and whether it matches the characteristics ideal for a traditional ...
  12. Is a Vanguard SEP IRA Account Right for You?

    Learn about the SEP IRA offered by Vanguard and why it is one of the best SEP products available, including why it's a good ...
  13. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  14. What to Do If Your Retirement Account Takes a Hit

    A shrinking retirement account is scary at any age. Here's what to do if your retirement account takes a sudden hit.
  15. Can You Retire In Greece With $200,000 of Savings?

    If you love Greece, its economic problems don't necessarily rule it out as a retirement destination. Here's what to research ...
  16. Top 4 Retirement Cities in Portugal

    With its low cost of living and diverse towns and cities, Portugal has a lot to offer retirees. Here's how to find the right ...
  17. 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 ...
  18. How Advisors Can Build a HNW Estate Planning Niche

    Here's how advisors can fill a void when it comes to serving the estate planning needs of high-net-worth individuals.
  19. Pension Advances: What You Should Be Wary Of

    The terms some pension advance firms require can be costly. Here's how to be sure your clients aren't making bad decisions.
  20. How Do Workers' Compensation Benefits Work?

    What you need to know about Workers' Compensation benefits.
  21. IRAs: Top Things You Need to Know About Them

    By understanding the major rules for both traditional and Roth IRAs, you'll be prepared to enjoy the benefits of these investment ...
  22. The New Tax-Free Savings Accounts For the Disabled

    Due to the Achieving a Better Life Experience (ABLE) Act, many people with disabilities will have an easier time financing ...
  23. Company Stock in 401(k)s: The Risks and Rewards

    Holding company stock in a 401(k) has its risks. Here's how advisors can help clients avoid them.
  24. How to Help Clients Plan for a Special Needs Child

    A special needs child demands extra diligence in planning. Here's a guide to best practices.
  25. Your Visa Options for Retiring in Thailand

    Here are steps for getting a retirement visa in Thailand – plus other possible visas including a marriage visa and a one-year ...
  26. How to Financially Prepare Your Kid for the World

    Preparing your kids for financial success is important. Here is a quick guide to setting them up to be smart about money.
  27. Is Wal-Mart Stock Suitable for Your IRA or Roth IRA? (WMT)

    Find out if shares of Wal-Mart are suitable for an IRA, and whether Wal-Mart shares are more appropriate for a traditional ...
  28. Is Advanced Micro Devices Stock Suitable for Your IRA or Roth IRA? (AMD)

    Find out if AMD stock is suitable for an IRA. Learn about the company's fundamentals and outlook. Is AMD better for a traditional ...
  29. Don't Miss These Tax Deductions

    Knowing the tax deductions you're entitled to can make or break your bank account. Do you know about all these insurance-related ...
  30. This Is Why HSAs Appeal to High-Income Earners

    Health Savings Accounts are a good deal. But they're a better deal for some than for others. We parse how the plans work ...
  31. Certified Financial Planner: A Retirement ‘Must?’

    You've seen those letters "CFP" after a financial advisor's name. What do they mean? And do they make a difference in the ...
  32. How Having a Job Affects Social Security Benefits

    Social Security benefits mean a lot to retirees' finances. Having a job, even part-time, can complicate matters if certain ...
  33. The Hidden Fees in 401(k)s

    Learn about the conspicuously disclosed fees that lurk within your 401(k) investments.
  34. Retirement Tips for Government Workers

    Discover retirement tips for government workers such as what types of funds to choose, different types of plans, and at what ...
  35. When Spouses Die, Who Gets Their Retirement Funds?

    You don't automatically get your spouse's IRA, 401(k) and other accounts when he or she dies. Here's how to plan so the right ...
  36. Tax Planning: Why You Shouldn't Retire Without It

    Advisors say that maximizing retirement savings through tax planning should be a top priority for clients. Here's some more ...
  37. Top Financial Planning Challenges of Gen X

    Gen Xers have a unique set of financial planning challenges. Here's what they are and how to tackle them.
  38. Is Verizon Stock Suitable for Your IRA or Roth IRA? (VZ)

    Learn about Verizon's balance sheet strength and future growth strategy. Discover why the stock makes an ideal core holding ...
  39. These are John Hancock’s Top Funds for Retirement

    John Hancock's fund lineup is vast, so here's a quick primer on what could be its best funds for your retirement portfolio. ...
  40. Estate Taxes: Who's on the Hook?

    Inheritance taxes can be tricky. Most people have to deal with them at a very inconvenient time. It's better to learn the ...
  41. Top 5 Retirement Mistakes and How to Avoid Them

    Retirement planning becomes extra important in the final stretch, with many common mistakes becoming very costly. Here are ...
  42. How Much Money Do You Need to Retire in Greece?

    If you've decided that retiring in Greece appeals to you, here are three scenarios for different budgets: modest, average ...
  43. Should Retirees Pay Off Their Mortgage?

    Paying off a mortgage doesn’t make sense for retirees under some circumstances.
  44. Top 5 Things To Do When You Retire

    After punching a time clock for decades, the prospect of retirement’s unlimited free time might seem a little bit intimidating.
  45. Top 10 Mistakes to Avoid On Your 401(k)

    Today’s workers are most likely to depend on a 401(k) plan to fund their retirement. To help your 401(k) grow, avoid these ...
  46. When Am I Eligible For Medicare?

    You’re eligible for Medicare when you reach age 65 or meet other requirements.
  47. When Not To Open A Roth IRA

    If you’re in your peak earning years now, you’re better off postponing the tax hit until you retire by investing in a traditional ...
  48. Where Should I Retire?

    Money will probably play a big role in determining where you live in retirement. But other factors merit consideration, as ...
  49. Who Gets Your Retirement Accounts?

    It’s important to review your financial beneficiary designations every year or two, or whenever you experience a major life ...
  50. How to Manage Retirement Account Withdrawals

    Drawing down your retirement accounts is a complex task that requires expertise.
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