Retirement

  1. To Roll a 401(k) Over or Not: Guiding Clients

    A critical decision for clients who change jobs a few times in their career is what ...
  2. A Rollover Mulligan for Your 401(k) Distribution

    The IRS announced that it has established a sort of Mulligan designed to help recipients ...
  3. Behind Coke's 114% Rise in 10 Years (KO)

    KO returned 114% between July 2006 and July 2016, while the Standard & Poor’s 50 ...
  4. How to Build Your Optimally-Balanced Portfolio

    How do you build an optimally balanced portfolio? A lot depends on your appetite ...
  5. Boomers: Try These 6 Unusual Retirement Tips

    You're likely well-versed in the usual retirement planning tips. Here's a list of ...
  6. Behind Southwest Airline's 120% Rise in 10 Years (LUV)

    Analyze Southwest Airlines' stock price history to determine the relationships between ...
  1. How Much Money Do You Need to Retire at 56?

    Who wouldn't want to retire early and enjoy the good life? The question is, "How ...
  2. Joy in Retirement: Another Type of Diversification

    Diversifying your happiness in retirement is just as important as achieving a perfectly ...
  3. Retirement Lifestyle Planning: How to Be a Nomad

    Making full-time travel in your later years a reality requires some careful retirement ...
  4. Why Hobbies Should Be Part of Your Retirement Plan

    Retirement should be fun—you’ve worked all your life and you deserve to enjoy your ...
  5. On a Retirement Job Search? Try These Agencies

    There are several web-based staffing agencies that can help baby boomers and other ...
  6. Top 10 Retirement Gift Ideas for That Special Day

    The age-old traditional gold watch has not gone out of style, but it's only one of ...
  1. Why Advisors Should Offer HSA Advice

    As HSAs continue to gain steam, advisors need to incorporate them into their practices ...
  2. Senior Citizens Feel Cheated by LTC Rate Hikes

    It's grim news for some long-term care policy holders who now face a bleak choice ...
  3. Methods of Handling Risk: A Quick Guide

    Discover the five methods to manage pure risk, and learn how they can be implemented ...
  4. Examples of Adverse Selection in the Insurance Industry

    Find out what the term "adverse selection" refers to in the insurance industry, and ...
  5. Insurance, Excess Insurance and Reinsurance: What's the ...

    Understanding the differences might help you avoid being overinsured or underinsured. ...
  6. What Is a Special Enrollment Period, and Why Does It Matter?

    Various life events and situations enable you to join a qualified health plan (QHP) ...
  1. To Roll a 401(k) Over or Not: Guiding Clients

    A critical decision for clients who change jobs a few times in their career is what ...
  2. A Rollover Mulligan for Your 401(k) Distribution

    The IRS announced that it has established a sort of Mulligan designed to help recipients ...
  3. A Fake Tax That Doubles Oil Pipeline Profits

    The cosy regulatory relationship that keeps Americans paying taxes for the oil pipeline ...
  4. How to Build Your Optimally-Balanced Portfolio

    How do you build an optimally balanced portfolio? A lot depends on your appetite ...
  5. Boomers: Try These 6 Unusual Retirement Tips

    You're likely well-versed in the usual retirement planning tips. Here's a list of ...
  6. Enticing Retirement Plan Participants to Save

    Getting participants interested, educated and enrolled in their retirement plan is ...
Hot Definitions
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