Retirement Planning

  1. How is Warren Buffett Plan Bequeathing his Estate?

    Find out how much Warren Buffett is leaving for his heirs and how he wants the funds invested after his death. Learn about ...
  2. Which Type of Special Needs Trust Is Best for You?

    Did you know there are different types of special needs trusts for your special needs child?
  3. How Americans Struggle with Retirement

    While some struggle to plan a drawdown schedule, others may not be able to afford retirement at all.
  4. Capital Gains Tax

    A capital gains tax is a type of tax levied on capital gains incurred by individuals and corporations. Triggered when an ...
  5. Use These 5 Questions to Take Your Financial Pulse

    Time for a financial reality check? Answer these questions to see where your finances stand.
  6. Reverse Mortgages Could Get More Risky for Spouses

    Surviving spouses who aren't on reverse mortgage documents are in danger of losing their homes, thanks to wording in a recent ...
  7. Should You Max Out Your 401(k) Contributions?

    Maxing out 401(k) contributions, in some cases, may not be a good idea.
  8. You’ve Created Your Living Trust, Now Fund It!

    You set up a trust with your estate planning attorney, but is it actually funded?
  9. Letter Of Instruction - Don't Leave Life Without It

    This simple document can take the guesswork and headache out of settling your estate.
  10. Is Your Social Security Check Smaller Than You Thought?

    If you're counting on your Social Security check to cover financial gaps in retirement, you may be in for a shock if your ...
  11. Top 3 Health Insurance Options If You Retire Early

    Early retirees will need to maintain coverage until they become Medicare-eligible at age 65.
  12. When Should Retirees Downsize Their Homes?

    When should retirees downsize homes? The answer is based on your individual circumstances. Here are some things to consider.
  13. Baby Boomer

    A person who was born between 1946 and 1964. Representing nearly 20% of the American public, baby boomers have a significant ...
  14. 5 Estate Planning Topics to Cover With Parents

    Talking about estate planning with a parent isn't easy, but here are five topics you should cover.
  15. Estimated Taxes Tripping Up More Filers

    If your working as an independent contractor, making sure you cover your bill for estimated taxes is important for avoiding ...
  16. Is "Breaking Bad" a Good Example of Estate Planning?

    Take it from Walter White in "Breaking Bad," estate planning is important.
  17. A Cautionary Tale About Retirement Calculators

    How comfortable would you be if you knew that the online retirement calculator you used failed its own test?
  18. 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. ...
  19. 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 ...
  20. A Guide to Social Security Benefits for Divorcees

    Spousal benefits for divorcees are not as well understood as those for married couples.
  21. How Much Does Frivolous Spending Cost You?

    You can make better spending choices for a more secure financial future and maybe early retirement.
  22. Should Parents Save Towards College or Retirement?

    Many parents are unsure about whether to save more for retirement or education for their kids. These general guidelines that ...
  23. Social Security Short-Changes Over 100,000 Widows

    The Social Security Administration has underpaid benefits to widowers in these three scenarios.
  24. Retirement Planning for Couples

    Before you ride (or canoe) off into that sunset together, you need to strategize about a number of issues, from timing to ...
  25. Social Security Benefits for Widows and Divorcees

    Even if you are widowed or divorced, you may still be entitled to your ex-spouse's Social Security.
  26. Turn Retirement Cash Flow Into Your Own Paycheck

    Retirement planning won't get you very far without plans to manage your cash flow. So turn retirement income into monthly ...
  27. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  28. How to Build Wealth: 10 Rules Backed by Science

    In a sea of bad information, here are 10 wealth-building tips based on facts about the stock market - and on the complex ...
  29. What Is a Will and Why Do I Need One?

    Putting a will together will save your family time and money, and give you peace of mind.
  30. How a Late Career Layoff Impacts Retirement

    Taking these steps can help reduce the impact of a late career layoff on future retirement income.
  31. Your Estate: The Best Assets to Leave to Family

    When it comes to estate planning, there are three main factors to consider when distributing assets: liquidity, sentiment ...
  32. Early Retirement: Strategies to Make Your Wealth Last

    You want more time to pursue your passions without being tied to a time clock. Great! But you need a plan for making your ...
  33. 5 Ways to Stretch Your Retirement Budget

    Stretch your retirement budget to live comfortably.
  34. Often Missed Social Security Claiming Options

    These often missed claiming strategies can bolster your Social Security benefits.
  35. Top Risks to a Good Retirement Plan Part II

    In Part II of this series, other reasons retirement plans fail are discussed.
  36. Medicare 101: Do You Need All 4 Parts?

    At age 65, most people have to sign up for Medicare. Learn which of its four programs are mandatory – and which you can skip.
  37. My Employer Doesn't Offer a 401(k). Should I Care?

    Find out what do if your employer doesn't offer a 401(k) retirement savings plan, including alternative investment options ...
  38. How to Make Your Own Retirement Fund

    Making sure you have a large enough nest egg to retire on is a challenge. Here's how to accomplish the task, one step at ...
  39. Probate

    The legal process in which a will is reviewed to determine whether it is valid and authentic. Probate also refers to the ...
  40. Top Risks to a Good Retirement Plan Part I

    Retirement plans typically do not fail as a result of poor portfolio returns.
  41. Executive Deferred Comp: Understanding NQDC

    Non-qualifying deferred compensation offers benefits and risks for the execs who are eligible.
  42. How to Plan a $1 Million Retirement on a Minimum-Wage Salary

    A $1 million retirement is a nice round number to shoot for. With the right planning it’s potentially doable, even on a minimum-wage ...
  43. Revamp Your Retirement Plan After Paying Off Student Loans

    Retiring your student debt frees up funds for your retirement plan. Here's how to figure out what to do next.
  44. Caring for Aging Parents? Consider These 5 Things

    The following are five important considerations that will help you care for your aging loved ones.
  45. The Reverse Mortgage: A Retirement Tool

    Discover another way to fund your retirement without having to make payments on a loan.
  46. How the New Department of Labor Rule Impacts You

    There are both positives and negatives to the new DOL rule regarding fiduciary responsibility.
  47. 6 Problems with 401(k) Plans

    If you pay attention to the problems here, you will be able to avoid the negative effects and meet your retirement goals. ...
  48. 6 Important Retirement Plan RMD Rules

    Paying taxes is inevitable - that's why you need to learn about the rules for required minimum distributions.
  49. How the Unexpected Can Drain Retirement Income

    Planning for unexpected expenses in retirement can help keep your savings and lifestyle intact.
  50. Include De-Cluttering in Your Retirement Planning

    Now is a good time to think about how to de-clutter your life in preparation for retirement.
Hot Definitions
  1. Notional Value

    The total value of a leveraged position's assets. This term is commonly used in the options, futures and currency markets ...
  2. Interest Expense

    The cost incurred by an entity for borrowed funds. Interest expense is a non-operating expense shown on the income statement. ...
  3. Call Option

    An agreement that gives an investor the right (but not the obligation) to buy a stock, bond, commodity, or other instrument ...
  4. Pro-Rata

    Used to describe a proportionate allocation. A method of assigning an amount to a fraction, according to its share of the ...
  5. Private Placement

    The sale of securities to a relatively small number of select investors as a way of raising capital.
  6. AAA

    The highest possible rating assigned to the bonds of an issuer by credit rating agencies. An issuer that is rated AAA has ...
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