Retirement

  1. Become Your Own Financial Advisor

    If you have some financial know-how, you don’t have to hire someone to advise you on investments. This tutorial will help ...
  2. 401(k) Savings Hit Record Numbers

    Record investing in 401(k) accounts is yielding impressive results for retirement savers.
  3. 6 Financial Benefits of Moving Into Your 50s and 60s

    The financial benefits of moving into your 50s and 60s can make transitioning into your senior years easier.
  4. Are You Saving Too Much?

    "Spend now! Don't worry about retirement," say some experts. Could they possibly be right?
  5. Tax Planning Strategies for Retirement Investments

    Retirees that have a tax-efficient investing and distribution plan in place may be able to keep more of their hard-earned ...
  6. How Millennials Can Avoid a 401(k) Crisis

    Millennials need to take advantage of their employer’s 401(k) while keeping an eye on fees.
  1. Retirement: U.S. vs. Abroad

    Which option would make more sense for you: retiring abroad or staying at home in the U.S.? A look at the advantages and ...
  2. Those Who Retire Early Share These Traits

    Here's how people planning on retiring early prepare for what's ahead.
  3. 8 Retirement Income Strategies for Boomers in 2017

    Here are eight strategies that Baby Boomers can use to generate retirement income.
  4. How Student Debt Imperils Retirement Savings

    Student loan debt is out of control. Here is how it can impact saving for retirement.
  5. Top 3 Mistakes Retirees Make With Their Finances

    There are several missteps that can prevent your retirement from going smoothly.
  6. What Does an Ideal Retirement Portfolio Look Like?

    The "ideal" retirement portfolio can differ from one investor to another, but some themes hold true no matter what.
  1. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)?

    Both Social Security Disability Insurance and Supplemental Security Income are administered by the Social Security Administration, ...
  2. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  3. Why Clients Should Save More for Medical Expenses

    Here's how to approach clients to get them to save more toward medical expenses in retirement, which continue to grow.
  4. Retirement Healthcare Costs: How to Prep for Them

    Research shows that people are underestimating their healthcare costs in retirement. Here's how to prepare to deal with the ...
  5. How to Help Clients Navigate Medicare Enrollment

    Here's how to help clients navigate the maze of Medicare enrollment.
  6. Using Indexed Universal Life for Retirement Income

    Designed properly, indexed universal life insurance can be a great way to save for investors who have the keen ability to ...
  1. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  2. Will Your College Education Fund Your Future?

    Millennials need to make sure their education will eventually pay itself off.
  3. Why High Income Workers Should Be Maxing Out Their 401(k)s in 2017

    If you're pulling in a bigger salary, there are two important reasons to consider making the most of your 401(k) in the new ...
  4. A Rough Guide to Your Future Retirement Needs

    Use this fairly simple calculation for a rough estimate of how much you need to save for retirement.
  5. 5 Ridiculously Simple Steps to Have More Money in 2017

    Do this to have more money by the end of 2017.
  6. Is Your Retirement Plan on Track?

    Sooner or later that day will come. How to tell if you're ready and what to do if you need a course correction.
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