Retirement

  1. 3 Ways to Get Better Retirement Returns in the Next 20 Years

    With investment returns projected to decline over the next 20 years, savers may need to tweak their plans to ensure better ...
  2. How to Identify a Good Trustee

    Your estate plan is only as good as your trustee. Choose the wrong one and it can create a bad situation for your heirs. ...
  3. How Your Investing Misbehavior Can Cost You

    These three common investing biases can hinder your investing strategy and prevent you from achieving satisfactory results. ...
  4. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  5. Biggest Travel Savings for Retirees

    Start planning now for big travel savings, coming soon, if you're retired and can fly whenever you want.
  6. Top 10 Stupid Retirement Tricks

    Drawing inspiration from former late night host David Letterman and his iconic lists, here are 10 things to avoid when crafting ...
  1. How Long Will You Live? This Tool Will Tell You

    Longevity-calculating tools help advisors guide clients through their financial livelihood during their retirement years. ...
  2. The Reverse Mortgage: A Retirement Tool

    Discover another way to fund your retirement without having to make payments on a loan.
  3. Are Millennial Retirement Savers Doomed?

    A new McKinsey report spells a grim financial future for Millennials, who will have to work harder and save more than their ...
  4. Baby Boomer Economics: 5 Facts to Help You Plan Your Retirement

    A look ahead at what you can expect to spend when you retire.
  5. Most Seniors Don't Have a Comfortable Nest Egg

    A new study by Bankrate.com shows people in only three states are saving at least 70% of their pre-retiree income.
  6. Retirement Planning: 3 Differences in What Men and Women Want

    Discover what surveys reveal about how people say they want to spend their retirement years, and how the answers depend largely ...
  1. Best Mortgage Companies Friendly to Retirees

    If you’re no longer in the workforce and need a loan to buy a home, which companies are the most welcoming? Plus, good news ...
  2. Estate Planning: 16 Things To Do Before You Die

    If you don’t plan your estate, your surviving family may have to deal with disputes and probate that were avoidable.
  3. 3 Small Steps to Maximize Your Investing Goals

    Instead of starting the New Year with ambitious resolutions, why not taking smaller manageable steps that can have a real ...
  4. Trusts: Prevent Beneficiary Designation Mishaps

    Wills and revocable trusts are the cornerstone of estate planning, learn how you may spend considerable time and money maintaining ...
  5. Financial Fitness: Saving in the Age of Instagram

    Consider reminding your kids that good things come to those who save early. Here we give you three hypothetical retirement ...
  6. What Does It Mean If A Will Is "Intestate"?

    If you die without making a last will and testament, you are said to have died intestate. What happens to your assets in ...
Hot Definitions
  1. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  2. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  3. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  4. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  5. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  6. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
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