Retirement

  1. 3 Tasks to Cement Your Financial Literacy

    People have strong feelings when it comes to money. Here are three ways to arm yourself with financial literacy and break ...
  2. How to Help Your Parents Prepare Their Finances

    It’s important to parent-proof your financial strategies so that your assets don’t suddenly drain.
  3. Traditional or Roth IRA: What's the Difference?

    Traditional IRAs and Roth IRAs have similarities and differences investors need to know.
  4. What Investors Should Know About Target Date Funds

    Target-date funds can make sense in some situations, but other times they should be avoided.
  5. Don't Cash out Your 401(k) to Pay off Your Mortgage

    Cashing out your 401(k) to pay off your fixed-rate mortgage doesn't make financial sense.
  6. Divorced After 50? Here's How to Prepare for Retirement

    Divorcing after the age of 50 comes with its own unique financial challenges.
  1. Increase Retirement Wealth With the Right Withdrawal Order

    Here's how to withdraw funds from your retirement portfolio to gain benefits and save on taxes.
  2. Suddenly Pushed into Retirement, How to Handle the Transition

    Adjusting to retirement can be challenging, but when it happens unexpectedly it can be downright difficult. Thankfully there ...
  3. 3 Signs You Have Retirement Disillusionment

    Everyone has an idea about what their retirement will look like, but often the reality is far from the expectations.
  4. Filed for Social Security Too Soon? Two Ways to Fix It

    Have you filed for Social Security too soon? There are two ways that you can fix it.
  5. Is Your Safe Investing Strategy Really Safe?

    Playing it too safe increases your opportunity cost and decreases your earnings in the long run.
  6. 6 Late-Stage Retirement Catch-Up Tactics

    It's not too late, but if you want to retire comfortably you'll have to be aggressive.
  1. 7 Reasons To Own Life Insurance in an Irrevocable Trust

    An Irrevocable Life Insurance Trust helps minimize estate and gift taxes, provides creditor protection and protects government ...
  2. Understanding Different Types of Life Insurance

    Understand the various types of life insurance, how each can be used in personal or business financial planning, and for ...
  3. Beneficiary

    A beneficiary is a person or entity that receives funds, assets, property or other benefits from a trust, will, or life insurance ...
  4. How to Choose the Best Long-term Care Insurance

    Here's how to find and select a policy that provides the best coverage for you.
  5. How are contingent beneficiaries informed of a payout?

    Understand how contingent beneficiaries are made aware of a policy payout, and learn what policy owners can do to ensure ...
  6. Activities of Daily Living (ADL)

    There are six basic ADLs: eating, bathing, dressing, toileting, transferring (walking) and continence.
  1. Suddenly Pushed into Retirement, How to Handle the Transition

    Adjusting to retirement can be challenging, but when it happens unexpectedly it can be downright difficult. Thankfully there ...
  2. Do You Need a Living Trust? 7 Reasons Why Not

    In most cases there are easier, less expensive ways to avoid probate than a living trust.
  3. Successful Succession Plans Depend on Your Team

    It's important to have the right team in place to handle the succession of your family business.
  4. Which Firms Are Sticking with Fiduciary Rule Changes Anyway?

    The Fiduciary Duty Rule is under scrutiny again and may be scrapped altogether, but that doesn't mean all financial firms ...
  5. Gen X: Can Your House Cost You Your Retirement?

    If you're in Generation X and thinking about retirement, be sure to review your housing expenses.
  6. Don't Lose out on Equity Compensation When You Retire

    Equity compensation can be a lucrative benefit that shouldn't be overlooked at retirement.
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