Retirement

  1. 7 Financial Lessons to Master by the Time You're 30

    Once you hit your 30s, it is time to get serious about your finances and money skills. Here are the top money lessons you ...
  2. 8 Reasons to Have Monthly Dividend ETFs

    Investors don’t just like these 8 ETFs that pay dividends once a month instead of a once a quarter. They love them.
  3. 3 Tips for Managing the Retirement Planning Maze

    Use these three tips to make your way safely through the retirement maze.
  4. Six Options for Moving Retirement Money - Part I

    If you leave your current job and have a 401(k), there are many things you can do with it.
  5. Retirement Income Planning Made Easier With the 3-5-7 Strategy

    If you are worried about running out of retirement income, use the 3-7-5 strategy.
  6. Inherited IRA Distributions and Taxes: Getting it Right

    If you have inherited an IRA account you don’t need to turn it over to the estate, regardless of what the will says.
  1. How to Communicate With Partner About Retirement

    Life partners need a great communication system to get past hurdles encountered during retirement.
  2. The Frugal Senior's Guide to a Comfortable Retirement

    Living frugally in retirement can still be comfortable as long as you plan well and avoid being unduly cheap. It’s all a ...
  3. Can You Retire in Five Years?

    The countdown is on. Find out whether you'll be ready to leave the working world.
  4. Why Retirement Planning Is About More Than Money

    A crucial step in retirement planning that shouldn't be overlooked doesn't involve finances.
  5. Can You Trust Your Trustee?

    Ignorance and incompetence can cost you money. Make sure your trustee is up to the task.
  6. 3 Tips for Managing the Retirement Planning Maze

    Use these three tips to make your way safely through the retirement maze.
  1. Mark Your Calendar for Medicare Open Enrollment

    Medicare open enrollment is a time to review your current plan and decide if another plan is better.
  2. This Is Why People Flunk Retirement

    Many people are making these mistakes and putting their retirement in jeopardy.
  3. Ask Anne: Can An HSA Help Me Save for Retirement?

    Anne encourages you to take a look at health savings accounts (HSAs), a new savings option from many employers, during this ...
  4. A Back to School Homework Assignment for Parents

    The fall season is a good time to assess and take charge of your finances.
  5. The Couple's Guide to Medical Expense Planning in Retirement

    Most health-expense planning is based on the individual, but if you're married there are two of you. Plan for two from the ...
  6. What Will Healthcare Cost After Retirement?

    The price tag may shock you, which is why you should do some pre-retirement calculations.
  1. The Benefits of a Third-Party Special Needs Trust

    How a third-party special needs trust can help your special needs child.
  2. How to Communicate With Partner About Retirement

    Life partners need a great communication system to get past hurdles encountered during retirement.
  3. 7 Financial Lessons to Master by the Time You're 30

    Once you hit your 30s, it is time to get serious about your finances and money skills. Here are the top money lessons you ...
  4. The Frugal Senior's Guide to a Comfortable Retirement

    Living frugally in retirement can still be comfortable as long as you plan well and avoid being unduly cheap. It’s all a ...
  5. Can You Trust Your Trustee?

    Ignorance and incompetence can cost you money. Make sure your trustee is up to the task.
  6. The Executor's Checklist: 7 Things To Do Before They Die

    Being an executor comes with a lot of responsibility, and these tips will reduce the complications that can come with the ...
Hot Definitions
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    Used to describe a proportionate allocation. A method of assigning an amount to a fraction, according to its share of the ...
  2. Private Placement

    The sale of securities to a relatively small number of select investors as a way of raising capital.
  3. AAA

    The highest possible rating assigned to the bonds of an issuer by credit rating agencies. An issuer that is rated AAA has ...
  4. Backward Integration

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    An agreement between two parties (known as counterparties) where one stream of future interest payments is exchanged for ...
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