Retirement

  1. 6 Financial Benefits of Moving Into Your 50s and 60s

    The financial benefits of moving into your 50s and 60s can make transitioning into your senior years easier.
  2. Are You Saving Too Much?

    "Spend now! Don't worry about retirement," say some experts. Could they possibly be right?
  3. Tax Planning Strategies for Retirement Investments

    Retirees that have a tax-efficient investing and distribution plan in place may be able to keep more of their hard-earned ...
  4. How Millennials Can Avoid a 401(k) Crisis

    Millennials need to take advantage of their employer’s 401(k) while keeping an eye on fees.
  5. Retirement Planning Basics

    Realizing your post-work goals need not be daunting. We'll tell you everything you need to know to get – and stay – on track.
  6. How Does A Reverse Mortgage Work?

    The basics of getting a reverse mortgage, with detailed information on how to qualify and what to watch out for.
  1. What's The Minimum I Need To Retire?

    Make sure your golden years are golden, not merely a struggle for existence.
  2. How to Have a Comfortable Retirement on Social Security Alone

    It won't be lavish, but with careful planning it's possible.
  3. Least Expensive States to Retire In

    When it's time to retire, it's worth exploring the least expensive states.
  4. 12 Million to Pay More Social Security Tax in 2017

    2017 may be a year of tax cuts, but there's at least one exception.
  5. 10 Best Countries to Retire to in 2017

    Mexico beats Panama and other news about the best retirement countries.
  6. Seniors: Before You Co-sign That Student Loan

    If that loan isn't paid back, you could be on the line for the whole amount, plus penalties.
  1. How the Long-Term Care Insurance World Is Changing

    The long-term care insurance market is continually changing and prices routinely go up. This is an overview of what to expect ...
  2. How to Fund Your HSA with IRA Dollars

    From a retirement planning perspective, a free lunch can refer to the relatively unknown one-time IRA to HSA transfer.
  3. 7 Big Social Security and Medicare Myths

    Here are some common misconceptions that many clients of financial advisors have when it comes time to file for Social Security ...
  4. Long-Term Care Policies Are Falling Out Of Favor

    Americans are buying fewer long-term care insurance policies. In response to this trend, the LTC industry is offering new ...
  5. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  6. 10 Best Retirement Cities in the U.S.

    Discover 10 destinations across the United States whose mix of affordability, weather and amenities attracts significant ...
  1. No Estate Plan? Here's Why You Need One

    Creating an estate plan now can have a tremendous impact on your own life and your family.
  2. Why Your Will Needs a 'Titanic Clause'

    If you don't have a Titanic clause in your will and disaster strikes, there's no guarantee that your intended beneficiaries ...
  3. The Most Expensive States to Retire In

    Six places that aren't great for your retirement years (financially speaking).
  4. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  5. Will Your College Education Fund Your Future?

    Millennials need to make sure their education will eventually pay itself off.
  6. Why High Income Workers Should Be Maxing Out Their 401(k)s in 2017

    If you're pulling in a bigger salary, there are two important reasons to consider making the most of your 401(k) in the new ...
Hot Definitions
  1. Keynesian Economics

    An economic theory of total spending in the economy and its effects on output and inflation. Keynesian economics was developed ...
  2. Portfolio Investment

    A holding of an asset in a portfolio. A portfolio investment is made with the expectation of earning a return on it. This ...
  3. Treynor Ratio

    A ratio developed by Jack Treynor that measures returns earned in excess of that which could have been earned on a riskless ...
  4. Buyback

    The repurchase of outstanding shares (repurchase) by a company in order to reduce the number of shares on the market. Companies ...
  5. Tax Refund

    A tax refund is a refund on taxes paid to an individual or household when the actual tax liability is less than the amount ...
  6. Gross Domestic Product - GDP

    The monetary value of all the finished goods and services produced within a country's borders in a specific time period, ...
Trading Center