Retirement

  1. Summary Plan Description

    The summary plan description is a document that employers are required to give to employees in retirement plans or health ...
  2. 8 Reasons to Roll Over Your 401(k) to an IRA

    Switching jobs? Moving your retirement savings into an IRA has advantages that may allow you to build a larger nest egg.
  3. Retirement Planning Strategies for Clients in Their 50s

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  4. Should I Save for Retirement or College Tuition?

    Here's some in help in deciding whether to save more for your kids' college vs. your retirement.
  5. Traditional or Roth IRA? One Has an Absolute Benefit

    If you can only use one, invest in an individual retirement account with an immediate tax benefit.
  6. What’s Wrong with Target Date Funds?

    Target date funds seem convenient, but you pay for that convenience with fees and other factors.
  1. Planning Your Second Career

    How to find a second career if you want to do more than retire in your later years.
  2. 6 Ways to Ruin Your Retirement

    We all look forward to one day leaving the rat race behind and enjoying our golden years. But it's not a sure thing. Check ...
  3. 10 Steps To Retire A Millionaire

    Making this dream come true takes work, but it's well worth the effort.
  4. Things Nursing Homes Are Not Allowed to Do

    Nursing home residents just got new safeguards to their rights – rights they aren't suppose to lose when entering a facility.
  5. Generation X (Gen X)

    Generation X, or Gen X, is the name given to the generation of Americans born between 1961 and 1980. Generation X follows ...
  6. 6 Signs You're Ready to Retire Early

    If you can answer "yes" to these six questions, you may be ready to retire early.
  1. 6 Ways to Ruin Your Retirement

    We all look forward to one day leaving the rat race behind and enjoying our golden years. But it's not a sure thing. Check ...
  2. The Priorities of Personal Finance

    Before saving everything for retirement, make sure you're living life now and have insurance in place.
  3. How Obamacare Repeal Could Make Medicare Prices Soar

    Medicare recipients face possible higher healthcare costs through Trump's proposed repeal of the Affordable Care Act.
  4. Chartered Advisor for Senior Living (CASL)

    CASL is a professional designation for financial advisors who have demonstrated a commitment to helping clients who are older ...
  5. Should My Child Be My Life Insurance Beneficiary?

    Don't make the mistake of naming your minor child as your life insurance beneficiary.
  6. Health Savings Account: Your Extra Retirement Funds

    Funding a health savings account for retirement can save thousands of dollars in taxes.
  1. Should I Save for Retirement or College Tuition?

    Here's some in help in deciding whether to save more for your kids' college vs. your retirement.
  2. How To Make Your First $1 Million

    It is easier to become a millionaire now than at any time before. While you won't be buying islands, it is still a goal worth ...
  3. Why You Need to Budget and Self-Fund Retirement

    Make retirement savings a priority because costs are rising and Social Security won't be enough.
  4. Planning Your Second Career

    How to find a second career if you want to do more than retire in your later years.
  5. Women Need a Wealth Plan That Fits

    Women need a wealth plan that is tailored to their specific needs, not an off-the-shelf plan
  6. 7 Counterintuitive Retirement Strategies That Work

    Seven misconceptions about retirement that you should avoid
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