Retirement Planning

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  1. Terri Kallsen: Investopedia Profile

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

    Millennials need to make sure their education will eventually pay itself off.
  3. A Rough Guide to Your Future Retirement Needs

    Use this fairly simple calculation for a rough estimate of how much you need to save for retirement.
  4. Is Your Retirement Plan on Track?

    Sooner or later that day will come. How to tell if you're ready and what to do if you need a course correction.
  5. Estate Planning for Beginners, Part Four

    This is how disclaimer trusts work and when it makes sense to use them in an estate plan.
  6. 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.
  7. 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.
  8. How to Save More for Your Retirement

    Be sure you know all the tax-advantaged ways in which you can save more for retirement.
  9. 6 Financial Lessons to Master by the Time You're 30

    Once you hit your 30s, it is time to get serious about your finances and money skills. Here are the top money lessons you ...
  10. The Pros and Cons of Thrift Savings Plan Rollovers

    Is rolling over a Thrift Savings Plan into an IRA the right move? Here's what to consider.
  11. How Student Debt Imperils Retirement Savings

    Student loan debt is out of control. Here is how it can impact saving for retirement.
  12. How To Make Your First $1 Million

    It is easier to become a millionaire now than at any time before. While you won't be buying islands, it is still a goal worth ...
  13. A New Year’s Resolution You’ll Actually Keep

    Six steps an investor can take today to improve financial well-being and be a more confident retirement saver in 2017.
  14. Roth Feature Boosts Benefits for 401(k) and 403(b) Plans

    Roth accounts tend to beat traditional plans over the long term by providing tax savings at retirement.
  15. The Retirement Divide: CEOs vs. the Rest of Us

    CEOs do great, but a new report has troubling news for the average American retiree.
  16. Clarity: My Favorite Term

    Adam Dell shares his favorite financial term.
  17. 3 Goals to Focus on to Save More for Retirement

    These three strategies will put you on the path towards saving more for retirement.
  18. How To Maximize Inherited Retirement Accounts

    Leaving a retirement account to heirs takes planning for the giver and the receiver.
  19. Who Commits Financial Crimes Against the Elderly?

    Financial elder abuse is a growing problem in the U.S. as more people move into old age.
  20. Retirement: The One Thing Couples Shouldn't Do Together

    Staggering retirement can have both financial and emotional benefits for married couples.
  21. Top Tips for Boomers Who Want to Shore Up Their Retirement

    The retirement situation for most Baby Boomers isn't that encouraging. But there are actions they can take to shore up their ...
  22. Where Are You on the Road to Retirement Readiness?

    Taking a look at your retirement readiness is a vital step in ensuring that your financial future looks as bright as possible. ...
  23. Should You Retire With a Mortgage or Pay it Off?

    Here's why it makes sense to pay off your mortgage before you retire.
  24. Financial New Year's Resolutions You Can Keep

    Start the year off right by evaluating your financial health and setting impactful and achievable goals.
  25. Are Social Security Benefits a Form of Socialism?

    Socialism is a loaded word in the U.S., but Social Security, one of the nation's most popular benefit programs, is wholly ...
  26. Retiring With a Mortgage? Here's How to Save Money

    A monthly mortgage payment can be hard to handle in retirement if you're not ready.
  27. 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 ...
  28. 3 Things You Should Be Doing in Your 30s to Avoid Going Broke in Your 60s

    Taking action in your 30s to secure a comfortable retirement can help you to avoid going broke in your 60s and beyond. Here ...
  29. 6 Simple Steps To $1 Million

    Becoming a millionaire is not as hard as you might think — it just takes time.
  30. A Trump Estate Tax Repeal? Not So Fast

    Donald Trump faces an uphill battle when it comes to his promise of repealing the estate tax. Here's why.
  31. 5 Ways Retirement Planning Differs for the Wealthy

    Here are five ways retirement planning differs for high-net-worth individuals.
  32. The Reverse Mortgage: Lifesaver or Albatross?

    How to decide if a reverse mortgage will help fund your retirement – or undermine it.
  33. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  34. Smart Year-End Tax Moves for 2016 (Part Two)

    Here's are some crucial tax planning strategies for investments, Social Security and Medicare.
  35. How Is Income Taxed Differently Than Wealth?

    Simply having income does not mean that you also have significant wealth.
  36. Should I Pay Off Student Loans or Save for Retirement?

    There are many things to consider when deciding whether to use extra money to pay off student loans faster or save for retirement.
  37. 3 Smart Financial Strategies for the End of the Year

    Use these three financial strategies - tax planning, retirement planning, and charitable giving - before the end of the year.
  38. Don't Forget the Importance of an Estate Plan

    When it comes to financial planning, many people overlook the critical aspect of estate planning.
  39. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  40. Protect Your Future Wealth From This Big Mistake

    Putting off saving for retirement might feel like your only option right now, but this kind of procrastination can wreak ...
  41. Social Security Fraud: What Is It Costing Taxpayers?

    Taxpayers lose billions of dollars every year, according to Social Security fraud statistics. What to look for.
  42. This Is the Biggest Risk to Your Retirement

    Many retirees have defined risk incorrectly, and are currently exposing themselves to the greatest risk of all, which is ...
  43. 5 Things That Will Ruin Your Retirement Monthly Budget

    Living on a fixed income is easier said than done; even well-prepared retirees are surprised at how challenging it can be. ...
  44. 7 Ways to Use a Strong Credit Score During Retirement

    Find out why it is important to maintain a good credit in retirement. Learn seven reasons not to leave your credit score ...
  45. Will Your Power of Attorney Leave You Penniless?

    Most people don't realize what they agreed to when they signed a power of attorney, and are blissfully unaware of the possible ...
  46. Can the New Reverse Mortgage Boost Retirement Income?

    A reverse mortgage is a financial tool that can increase the chances of a successful retirement, if used properly. Here's ...
  47. Many 401(k) Plans Are Outdated: GAO Report

    A recent GAO report indicates that many 401(k) plans are still clinging to archaic rules that hinder plan participants’ ability ...
  48. How to Save Your First $100,000

    Tips on how to save your first 100k.
  49. 10 Ways to Cut Spending Before Retirement

    If your retirement income is less than you planned for, here is a list of ways to plan a new budget.
  50. Some Surprising Risks of Medicare Advantage Plans

    A new study finds disturbing differences in the hospital networks some Medicare Advantage plans provide. Check before you ...
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