Retirement

  1. The Importance of Making an Annual Financial Plan

    Making an annual financial plan is a smart way to ensure staying on track with your retirement, savings and investing goals ...
  2. News Bills Would Allow Annuities in 401(k) Plans

    A new bill aims to make it less difficult for employers to incorporate annuities into their retirement plans.
  3. How to Maintain Financial Independence in Retirement

    These five steps can help seniors protect their money and maintain their financial independence during retirement.
  4. IRS Provides Relief for Late IRA Rollovers

    The new self-certification process will make it much easier and cheaper to correct a late rollover of a qualified retirement ...
  5. Your 401(k) Is More Important Than You Think

    If you are thinking of dipping into your 401(k), think again. It’s one of your best sources of retirement income.
  6. It’s Time to Ace Retirement

    Many people have doubts about whether or not they would have enough saved up for retirement. Here are some things you can ...
  1. How to Maintain Financial Independence in Retirement

    These five steps can help seniors protect their money and maintain their financial independence during retirement.
  2. It’s Time to Ace Retirement

    Many people have doubts about whether or not they would have enough saved up for retirement. Here are some things you can ...
  3. Why the First Decade of Retirement Is the Most Important

    Retirement doesn't mean retiring from managing finances. And the first decade of retirement is the most crucial. Here's why ...
  4. Amgen's Osteoporosis Drug Crosses a Hurdle (AMGN)

    Amgen’s osteoporosis drug moves one step ahead in the FDA approval process, and recent results show better performance than ...
  5. Why Save for Retirement in Your 20s?

    You're probably paying off your student loans and retirement is 40 years away. Shouldn't you focus on eliminating debt and, ...
  6. Strategies to Retire Abroad and 7 Countries to Consider

    Not that you always need citizenship to establish a home in a new country. Permanent residency might do just as well.
  1. The Crippling Cost of Self-Insuring Long-Term Care

    Covering the cost of long-term care without insurance can deplete retirement savings quickly.
  2. Tax-Friendly Options for Long-Term Care Insurance

    Here are four tax-advantaged ways to help reduce the financial burden of long-term care insurance.
  3. ‘Retired’ Too Soon? How to Reenter the Workforce After 50

    Here's what you need to know to survive financially and reenter the workforce when you're over 50 and a layoff has forced ...
  4. How Clients Can Fund Long-Term Healthcare Costs

    Healthcare costs in retirement are rising. Here are some options that you and your clients should consider to help them fund ...
  5. Top 4 Unexpected Expenses to Avoid in Retirement

    No matter how idyllic your retirement plans are, it's important to have contingency funds for these three unexpected—and ...
  6. Why People Are Delaying Retirement

    Baby Boomers are changing retirement. Exactly how, though, is still evolving as the realities of life sometimes clash with ...
  1. How to Maintain Financial Independence in Retirement

    These five steps can help seniors protect their money and maintain their financial independence during retirement.
  2. When Are Mortgage Lenders Better Than Banks?

    Individuals seeking a mortgage loan should consider factors or circumstances that may make a mortgage lender a better choice ...
  3. Blurred Lines: Whom Can You Trust for Financial Advice?

    The question of whether your financial advisor is truly a fiduciary isn't always clear. What to ask – and what to be careful ...
  4. How to Calculate What You Need for Retirement

    You might not be able to predict all the variables that impact retirement planning, but there are tools to help make simple ...
  5. Why Would Your 401(k) Be Unavailable After You Leave a Job?

    Wondering why your 401(k) plan is unavailable after your employment termination? Here are some scenarios to consider.
  6. Why Procrastination Will Steal Your Future Wealth

    Putting off saving for retirement might feel like your only option right now, but this kind of procrastination can wreak ...
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