Retirement

  1. A Look at UBS's New SmartWealth Robo-Advisor

    Here's how UBS's robo-advisor, set to launch in the U.K. in 2017, will work.
  2. Will Trump's Win Change Low Return Assumptions?

    A prolonged bull market has many lowering their return expectations going forward. Should they under a Trump presidency?
  3. Why Indexed Annuities are Booming as VAs Wither

    Market trends and regulatory factors have led to a substantial decline in the sale of variable annuities, while indexed annuities ...
  4. How Retirement Planning is Like Playing Football

    Your retirement game plan shares a few similarities to a football game. How are you scoring so far?
  5. Best Ways to Save For Retirement Without an IRA or 401(k)

    Learn the most common types of savings vehicles used to accumulate money for retirement outside employer-sponsored 401(k)s ...
  6. 5 Retirement Planning Pitfalls You Need to Avoid

    Retirement costs can be surprisingly high. Help minimize the shock of these future expenses by extensively planning and not ...
  1. 5 Signs You're Spending Too Much in Retirement

    You're finally retired – free to have all the adventures you've dreamed of. Just be sure you have a budget and watch for ...
  2. 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.
  3. Why Clinton and Trump Aren't Talking About the Retirement Crisis

    Both Hillary Clinton and Donald Trump have stayed silent on voters' top economic worry. Here's why:
  4. How Much Millennials Should Save to Retire Comfortably

    Millennials may not be worrying about retirement just yet, but they should be thinking about how much they'll need to save ...
  5. Can I Retire In Portugal With $200,000 of Savings?

    Your savings (and your Social Security) will go surprisingly far on the sun-soaked shores of Portugal. Here's how to figure ...
  6. The 4 Essential Elements of a Retirement Plan

    Learn about the four essential elements of an effective retirement plan, including maximizing your contributions and understanding ...
  1. ‘Retired’ Too Soon? How to Reenter the Workforce After 50

    Here's what you need to know to survive financially and reenter the workforce when you're over 50 and a layoff has forced ...
  2. Understand Your Financial Personality

    We talk to Joe Duran, the CEO of United Capital, about how different financial personalities drive decision making in investing ...
  3. Fiduciary Breach Lawsuit Against Chevron Dismissed

    A lawsuit filed against Chevron for alleged breach of fiduciary duty in its retirement plan has been dismissed.
  4. How to Maximize Employee Benefits From the Start

    Taking the time to make proper selections within your employer-provided benefits package is crucial and could significantly ...
  5. How the Fiduciary Rule Will Impact 401(k) Advisors

    Here's the impact that the new fiduciary rules will have on financial advisors serving as advisors to 401(k) and other defined ...
  6. How to Plan a $1 Million Retirement on a Minimum-Wage Salary

    A $1 million retirement is a nice round number to shoot for, and with the right planning it’s potentially doable, even on ...
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