Retirement

  1. The 7 Key Areas of a Comprehensive Financial Plan

    These are the seven key areas that need to be addressed in a comprehensive financial ...
  2. Where Do Pension Funds Typically Invest?

    Pension funds have moved beyond traditional investments in bonds and stocks. The ...
  3. Why Roth IRAs Are a Great Idea for All Generations

    A Roth IRA should be in your planning and retirement strategy whether you’re a Millennial, ...
  4. How the Fiduciary Rule Will Impact 401(k) Advisors

    Here's the impact that the new fiduciary rules will have on financial advisors serving ...
  5. How Capital Gains Tax Works on Pension Funds

    Here's why capital gains tax does not affect the assets in pension funds.
  6. What Is Strategic Asset Allocation?

    A strategic asset allocation takes a long-term approach to help an investor achieve ...
  1. Top 4 Financial Pitfalls to Avoid in Retirement

    No matter how idyllic your retirement plans are, it's important to have contingency ...
  2. How Much Money Do You Need to Retire at 56?

    Who wouldn't want to retire early and enjoy the good life? The question is, "How ...
  3. Joy in Retirement: Another Type of Diversification

    Diversifying your happiness in retirement is just as important as achieving a perfectly ...
  4. Retirement Lifestyle Planning: How to Be a Nomad

    Making full-time travel in your later years a reality requires some careful retirement ...
  5. Why Hobbies Should Be Part of Your Retirement Plan

    Retirement should be fun—you’ve worked all your life and you deserve to enjoy your ...
  6. On a Retirement Job Search? Try These Agencies

    There are several web-based staffing agencies that can help baby boomers and other ...
  1. The Social Security Blackout Period

    Surviving spouses may experience a blackout period - during which they cannot collect ...
  2. Why Advisors Should Offer HSA Advice

    As HSAs continue to gain steam, advisors need to incorporate them into their practices ...
  3. Senior Citizens Feel Cheated by LTC Rate Hikes

    It's grim news for some long-term care policy holders who now face a bleak choice ...
  4. Methods of Handling Risk: A Quick Guide

    Discover the five methods to manage pure risk, and learn how they can be implemented ...
  5. Examples of Adverse Selection in the Insurance Industry

    Find out what the term "adverse selection" refers to in the insurance industry, and ...
  6. Insurance, Excess Insurance and Reinsurance: What's the ...

    Understanding the differences might help you avoid being overinsured or underinsured. ...
  1. CSIFX, CAAAX, CSXAX: Overview of Socially Responsible Funds

    Discover how socially responsible investing with Calvert Funds can be a highly profitable ...
  2. The 7 Key Areas of a Comprehensive Financial Plan

    These are the seven key areas that need to be addressed in a comprehensive financial ...
  3. Where Do Pension Funds Typically Invest?

    Pension funds have moved beyond traditional investments in bonds and stocks. The ...
  4. Why Roth IRAs Are a Great Idea for All Generations

    A Roth IRA should be in your planning and retirement strategy whether you’re a Millennial, ...
  5. How Capital Gains Tax Works on Pension Funds

    Here's why capital gains tax does not affect the assets in pension funds.
  6. What Is Strategic Asset Allocation?

    A strategic asset allocation takes a long-term approach to help an investor achieve ...
Hot Definitions
  1. IRS Publication 970

    A document published by the Internal Revenue Service (IRS) that provides information on tax benefits available to students ...
  2. Federal Direct Loan Program

    A program that provides low-interest loans to postsecondary students and their parents. The William D. Ford Federal Direct ...
  3. Cash Flow

    The net amount of cash and cash-equivalents moving into and out of a business. Positive cash flow indicates that a company's ...
  4. PLUS Loan

    A low-cost student loan offered to parents of students currently enrolled in post-secondary education. With a PLUS Loan, ...
  5. Graduate Record Examination - GRE

    A standardized exam used to measure one's aptitude for abstract thinking in the areas of analytical writing, mathematics ...
  6. Graduate Management Admission Test - GMAT

    A standardized test intended to measure a test taker's aptitude in mathematics and the English language. The GMAT is most ...
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