Retirement

  1. 8 Countries Where $200K in Retirement Savings Will Last 30 Years

    Retiring on $200,000 may seem like a longshot, but there are several countries that are perfect for living out your later ...
  2. Need Help Saving for Retirement? New Regulations Are on the Way

    The Department of Labor is enticing state governments to set up state-run retirement plans for private-sector workers, but ...
  3. When a 401(k) Hardship Withdrawal Makes Sense

    If you've exhausted all other avenues, there are ways to withdraw funds before age 59½ – sometimes without the 10% penalty ...
  4. Don't Listen to Advice Without Considering Taxes

    Do not fall prey to the flawed advice that we all have gotten in the past when it comes to saving for retirement. And don't ...
  5. 5 Myths That Could Hurt Your Retirement

    If you're making financial and lifestyle choices based on these retirement myths, you could be missing out on benefits that ...
  6. 9 Things Your Annuity Salesperson Might Not Say

    Your variable annuity salesperson should tell you many things. But there's a chance they'll leave out some crucial details.
  1. Tax-Friendly Options for Long-Term Care Insurance

    Here are four tax-advantaged ways to help reduce the financial burden of long-term care insurance.
  2. Top Royce Funds for Retirement (RYFSX, RYSEX, RYTRX, RYIPX)

    Discover four of The Royce Funds mutual funds suitable for diversifying retirement portfolios that focus on investing in ...
  3. Understand Your Financial Personality

    We talk to Joe Duran, the CEO of United Capital, about how different financial personalities drive decision making in investing ...
  4. How Clients Can Fund Long-Term Healthcare Costs

    Healthcare costs in retirement are rising. Here are some options that you and your clients should consider to help them fund ...
  5. Top 4 Unexpected Expenses to Avoid in Retirement

    No matter how idyllic your retirement plans are, it's important to have contingency funds for these three unexpected—and ...
  6. LEVIX, LISIX, GLIFX: Top 3 Lazard Funds for Retirement

    Learn about Lazard Asset Management, its long history of strong performance and the top three Lazard funds to consider for ...
  1. How Whole Life Insurance Works

    Whole life insurance combines insurance and an investment component for policyholders.
  2. Dementia on the Rise will Drain Global Economies

    There is no doubt that dementia is already a global issue and that it will continue as projected, growing in prominence and ...
  3. 3 Big Medical Costs and How to Protect Against Them

    Without a plan, an unexpected injury or chronic disease will cost you.
  4. Tips For Retiring Without Long-Term Care Insurance

    Increasing costs and the uncertain future of social programs like Medicaid have made planning for long-term care difficult.
  5. A Guide to Evaluating HSA Custodians

    You have options in choosing the manager of your HSA, even if the account is through your employer. What to look for in ...
  6. Universal Life Insurance: Hidden Dangers for Retirees

    This type of permanent life insurance is often touted as a source of income, but using it that way is full of traps. So, ...
  1. Here’s What to Do with Extra Cash from Your IRA

    Figuring out what to do with extra cash from your IRA can be tricky: One of the most important things to keep in mind is ...
  2. Universities Being Hit with Retirement Plan Fee Suits

    The list of universities recently hit with retirement plan fee suits continues to grow. Here's a list.
  3. Is Auto-enrollment in 401(k)s Killing Returns?

    Automatic 401(k) enrollment takes some of the hassle out of saving for retirement, but taking a hands-off approach may end ...
  4. VTIVX: Overview of Vanguard Target Retirement 2045 Fund

    Learn about the Vanguard Target Retirement 2045 Fund, a mixed-allocation fund designed for mutual fund investors who plan ...
  5. How Your Employer Is Destroying Your Retirement

    What's in a typical workplace 401(k) plan? Often, not a whole lot of good. Here's why.
  6. Financial Planning Basics in 5 Steps

    Wealth building is a marathon, not a sprint. Here are five basic steps to help build a solid financial foundation.
Hot Definitions
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