Retirement Planning

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  1. 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 ...
  2. Many 401(k) Plans Are Outdated: GAO Report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 ...
  3. How to Save Your First $100,000

    Tips on how to save your first 100k.
  4. 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.
  5. 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 ...
  6. Estate Planning for Beginners: Part Three

    A primary purpose of most trusts is to provide a timetable for the distributions of assets where an outright distribution ...
  7. Pension Vesting: Everything You Need to Know

    Understanding pension vesting is tricky, but it’s crucial to making wise decisions about changing jobs and collecting the ...
  8. 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 ...
  9. How to Spot Pension Fraud

    Don't let pension fraud threaten your livelihood after retirement. Here's what to watch out for.
  10. 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.
  11. The Impact of Student Debt on Retirement Savings

    The burden of student loan debt can hinder the ability to save long term for retirement
  12. 5 Critical Steps to Take Before You Retire

    Exiting the workforce soon? You need to make sure your financial house is in order. These actions will help you on your way. ...
  13. 4 Options for Your Old 401(k) When You Change Jobs

    These are the four options available for your old 401(k) when you leave a job.
  14. Your Checklist for Open Enrollment Season at Work

    Open enrollment season has arrived, and that means you need to choose your health insurance benefits for 2017. This checklist ...
  15. How to Retire as a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  16. Investors Share Their Fears Following Election

    We asked, and you answered: what's your biggest financial concern after the 2016 election?
  17. 4 Financial Recommendations for Millennials

    Explore four basic financial recommendations for Millennials. Find out why systematic savings, debt reduction and financial ...
  18. 403(b) Plans: The Flaws Teachers Should Know

    Here's a look at the many issues with teacher retirement plans, also known as 403(b) plans.
  19. Is an Estate-Planning Consultant Worth It?

    Hiring a certified estate-planning consultant is almost never a bad idea, especially as the cost of a mistake can be years ...
  20. Should You Have a Supplemental Retirement Plan

    A supplemental retirement plan can enhance your ability to set aside money for retirement when you've exhausted other savings ...
  21. 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.
  22. Online Estate Planning: When and When Not to Use It

    Although online estate planning can save you time and money, it’s not the smartest option for everyone. Here are some factors ...
  23. What You Should Know About the Senior Safe Act

    The Senior Safe Act aims to protect seniors from financial scams, and provide a more effective way to find and prosecute ...
  24. Court Order Acceptable For Processing (COAP)

    A court order that gives a former spouse of a federal employee all or a portion of the benefits of a government retirement ...
  25. Domestic Relations Order (DRO)

    A DRO is a court order that gives a spouse or dependent the right to a portion of the benefits of an employee’s qualified ...
  26. Is it a good idea to add a reverse mortgage to your retirement strategy?

    A reverse mortgage can be a great way to increase retirement income. Does it work for everyone? What happens after a homeowner ...
  27. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  28. Rhode Island to Withdraw Pension Assets From Hedge Funds

    Rhode Island joins California, New Jersey and more states that have decided to pull pension assets from hedge funds.
  29. 7 Ways to Grow Your Savings Account Balances

    Creating a savings plan is key to building a solid financial foundation. Here's how to do it.
  30. Is the Amazon-UBS Partnership the Future of Advice?

    Is the technology partnership between UBS and Amazon a sign of the future of financial advice?
  31. Can I get both military and Social Security benefits?

    Learn how it's possible to receive both Social Security benefits and a military pension in retirement, and how retirement ...
  32. A Household Spending Plan to Save for Retirement

    Too busy to plan for retirement? Curtail your expenses and increase your savings in only a couple of hours, by implementing ...
  33. 403(b)s Among Plans Not Covered by Fiduciary Rule

    Some retirement plans, including 403(b)s, are not covered by the DOL's new fiduciary rule. Here's what it means.
  34. 5 Ways to Help Older Parents With Money

    The time may come when you need to help your parents organize their finances if they become unable to do so, and it is always ...
  35. Everything You Need to Know About Deferred Retirement Option Plans (DROPs)

    Deferred retirement option plans are a lesser-known type of employer-sponsored retirement plan that may prove beneficial ...
  36. Divorce and Retirement Accounts: What You Need to Know

    These are the answers to five common questions on how to handle retirement accounts when couples divorce.
  37. The Rise of the Semi-Retired Life

    The number of people leaving the workforce to become semi-retired, instead of fully retired, is growing. Here is a look at ...
  38. 6 Big IRS Red Flags for Retirees

    Tax audits are stressful and can result in expensive fines. Here are six things to know about when it comes to sidestepping ...
  39. How to Factor Family into Your Retirement Plan

    Hashing out a family retirement plan can be overwhelming. That's why it's important to revisit things like timing, saving ...
  40. Understanding 401(k)s and All Their Benefits

    A quick guide to understanding 401(k) advantages, from tax savings to shelter from creditors.
  41. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  42. Retirement Savings: Is Your Home an Investment?

    Does it make sense for those nearing retirement, or who already retired, to pay off their mortgage?
  43. How to Make Living Frugally in Retirement Comfortable

    Living frugally in retirement can still be comfortable as long as you plan well and avoid being unduly cheap. It’s all a ...
  44. Roboretirement

    An automated advisory system that manages your retirement plan using algorithms set in place by robo-advisors.
  45. How to Help Clients When Their Medicare Policy is Canceled

    Here's how to help clients who receive a letter stating that the Medicare policy they have used until now is being canceled.
  46. Why the Current Social Security Cost-of-Living Index Is Hurting Retirees

    The Social Security cost-of-living adjustment is just 0.3% in 2017; advocates say senior inflation's much more. Result: Medicare ...
  47. Can Retirees Live in Military Housing?

    If you are retired from the armed forces but still want to live in military housing, you may be in luck.
  48. Why Clinton and Trump Aren't Talking About the Retirement Crisis

    Both Hillary Clinton and Donald Trump have stayed silent on voters' top economic worry. Here's why:
  49. 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.
  50. Setting Financial Goals for Your Future

    To live comfortably now and in retirement, setting financial goals for the short-, mid- and long-term is crucial. Here are ...
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