Retirement

  1. Traditional or Roth IRA? One Has an Absolute Benefit

    If you can only use one, invest in an individual retirement account with an immediate tax benefit.
  2. What’s Wrong with Target Date Funds?

    Target date funds seem convenient, but you pay for that convenience with fees and other factors.
  3. Why You Need to Budget and Self-Fund Retirement

    Make retirement savings a priority because costs are rising and Social Security won't be enough.
  4. The Benefits of Qualified Longevity Annuity Contracts

    Qualified longevity annuity contracts provide guaranteed retirement income starting on a set date.
  5. Women Need a Wealth Plan That Fits

    Women need a wealth plan that is tailored to their specific needs, not an off-the-shelf plan
  6. 7 Counterintuitive Retirement Strategies That Work

    Seven misconceptions about retirement that you should avoid
  1. How to Help Women Maximize Social Security

    Women depend more on Social Security than men. Here's what advisors need to be aware of to help them receive the maximum ...
  2. How to Pick the Best Living Arrangement for Retirees

    Here's a guide to help you decide where and how you want to live after retirement.
  3. The 3 Best Travel Insurance Options for Seniors

    Searching for senior travel insurance involves making sure that your medical concerns are taken into account as well as the ...
  4. How Compounding Benefits Your Retirement Savings

    Allowing growth on your investments to compound over time gives you immense returns when saving for retirement.
  5. 5 Ways to Reduce Taxes When You Are in Retirement

    There are lots of ways to reduce your tax burden in retirement without getting into trouble with the Internal Revenue Service. ...
  6. Medicare Costs to Rise for Most in 2017

    Most senior citizens will see their Medicare expenses rise in 2017.
  1. How to Help Women Maximize Social Security

    Women depend more on Social Security than men. Here's what advisors need to be aware of to help them receive the maximum ...
  2. Do You Have Emergency Savings?

    Saving for retirement isn't always enough.
  3. How to Spot Pension Fraud

    Don't let pension fraud threaten your livelihood after retirement. Here's what to watch out for.
  4. 7 Ways to Save for College Tuition and Expenses

    There are many options choose from when you're looking for the right educational savings plan for your child.
  5. Here's Why You Should Create an Estate Plan

    Because there are many nuances to asset distribution, an estate plan should be customized for you and your family.
  6. The Impact of Student Debt on Retirement Savings

    The burden of student loan debt can hinder the ability to save long term for retirement
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