Retirement Planning

  1. Budgeting? Go Ahead and Drink That Latte

    Achieving financial success involves making the right big decisions.
  2. How Executives Should Approach Estate Planning

    Estate planning can be more complex for executives who have substantial assets.
  3. How to Determine If You Can Really Retire Early

    Those who want to retire early need to first assess how much they will need to live on.
  4. 5 Things to Do in Your 20s to Retire in Your 50s

    There are five things you can do in your 20s that will make it possible to retire in your 50s.
  5. Best Possible Retirement: 4 Things You Can Control

    You can't control the economy or the stock market, but you can time 4 crucial moves that will make a big difference to your ...
  6. 8 Factors to Consider in Retirement Planning

    There are many other factors that are more important than money in retirement.
  7. Have an Estate Plan in Place for Your Family

    Your financial plan should also include a plan for your finances when you are gone.
  8. Plan Ahead for Part-Time Work in Retirement

    With 70 million Baby Boomers moving toward retirement, stress-free part-time work may be limited.
  9. Estate Planning Tips for Your 30s, 40s and 50s

    It is important to have an updated estate plan in place whether you are in your 30s, 40s, or 50s.
  10. How to Worry Less and Save More

    Investing is both a pragmatic and emotional pursuit. Patrick Nolan unveils findings from our most recent survey of investor ...
  11. How Small Business Owners Can Save More for Retirement

    A retirement planning strategy that can help small business owners keep more of their earnings.
  12. 4 Risky Moves People Are Making to Buy a Home

    A new study from Owners.com suggests that Americans may be willing to make some risky moves to buy a home in 2017. Here are ...
  13. Making Spousal IRA Contributions

    Eligibility requirements, contribution limits and tax deductions all change with one little ring.
  14. Are You Living Too Frugally?

    Why it is important for some people to stop saving in retirement and start spending more.
  15. 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 ...
  16. What are the maximum Social Security disability benefits?

    The average Social Security disability benefit amount for a recipient of Social Security Disability Insurance (SSDI) in 2 ...
  17. Do You Have a Retirement Timeline?

    Being familiar with your retirement timeline will make the transition into retirement easier.
  18. Good Financial Plans Need Slush Funds

    A slush fund gives you the freedom to enjoy life and a little spending in the present.
  19. The Best Place to Retire Is Your Own Hometown

    Fantasies aside, most retirees wind up remaining in the same locale. Here's why that's a good thing.
  20. Summer Job? Time to Consider Opening a Roth IRA

    Here's why a Roth IRA makes sense for young people wanting to invest some of their income.
  21. 15 Mistakes People Make When Planning for Retirement

    Here are 15 common retirement planning mistakes and how to avoid them.
  22. Goal-Based Investing: My Favorite Term

    Managing Director of Vanguard's Retail Investor Group Karin Risi shares why "goal-based investing" is her favorite financial ...
  23. 3 Steps That Can Lead to More Confidence in Retirement

    These three steps can help provide peace of mind and help you fully enjoy your retirement years.
  24. 8 Types of Americans Who Won't Get Social Security

    Most Americans eventually get Social Security retirement benefits. Those who don't need a solid Plan B.
  25. How Americans Struggle with Retirement

    While some struggle to plan a drawdown schedule, others may not be able to afford retirement at all.
  26. 401(k) Balances Reach Record Highs

    Putting your 401(k) on auto-pilot could help you to build retirement wealth faster.
  27. What is the UK Pension Protection Fund?

    The U.K.'s Pension Protection Fund, dedicated to supporting retirement funds when they see trouble, is maintaining an interest ...
  28. Money From Your 401(k): Hardship Withdrawal vs. Loan

    In some cases it can be the right financial move to borrow from your 401(k). How to decide.
  29. Congress May Take Away Your 401(k) Tax Deduction (or Not)

    As part of overhauling the U.S. income tax system, Congress is considering taking away your 401(k) tax deduction. What will ...
  30. 5 Reasons Not to Borrow From Your Retirement Plan

    Your retirement plan should never be the first place to turn for a loan. Here's why.
  31. Can a Financial Advisor Make you Happier?

    Elliot Weissbluth, CEO and Founder of HighTower Advisors, shares why financial advisors have a pretty big impact on your ...
  32. Retirement Planning Steps to Take in Your 60s

    Use your 60s as a time to prepare to smoothly transition into retirement by budgeting and planning.
  33. Sometimes It Pays to Borrow from Your 401(k)

    401(k) loans have been demonized, but they're often the most beneficial source of cash.
  34. Closing Your Retirement Income Gap With a 403(b)

    Investing in a 403(b) plan can help close the gap between your retirement needs and actual income.
  35. The Basics of a 401(k) Retirement Plan

    This plan has become one of the most popular retirement options. Here's why.
  36. Elder Financial Abuse: How to Protect Yourself

    There are behaviors and laws that will help you avoid becoming a victim of financial abuse.
  37. The Longevity Gap: Why the Rich Benefit More from Social Security

    Researchers have found that longevity is why well-off American men collect more in government retirement benefits than their ...
  38. Protecting Loved Ones Financially After You’re Gone

    A trust fund doesn't imply you don't trust your beneficiaries, it allows you to protect them.
  39. 5 Things You Should Know About Job Hunting After 50

    This infographic disproves 5 common myths regarding starting a second career later in life.
  40. What's the Minimum I Need to Retire?

    Make sure your golden years are golden, not merely a struggle for existence.
  41. Common Risks That Can Ruin Your Retirement

    These unexpected bumps can sideline your post-work plans and prevent you from riding out your assets.
  42. How Much Cash Should I Keep in the Bank?

    Which portion of your money belongs in a bank, not somewhere else?
  43. Keep Inflation at Bay With These Tips

    Take these steps to keep inflation from stealing your financial independence.
  44. Best Senior Job Security: Know COBOL

    If you are retired and looking for part-time work – and you happen to know COBOL – you just might have it made.
  45. 5 Ways Women Can Save More for Retirement Today

    Women can use these tips to start saving more today and make retirement less daunting.
  46. Don't Make Your Beneficiaries Search for Your Assets

    Make sure your beneficiaries know how to find your assets, even if they're in your mattress.
  47. Employers Offer Alternatives to 401(k) Loans

    Employers can bolster workers’ long-term financial security by educating them on the full consequences of 401(k) loans and ...
  48. When Does the Benefit of a Trust Outweigh the Cost?

    Setting up a trust can be costly, but having a living trust in these situations can be beneficial.
  49. Some Types of Index Funds Can Hurt Retirees

    When it comes time to divest, you need to be able to sell high, not low, but broad-based index funds won’t let you do this. ...
  50. Planning Your Second Career

    How to find a second career if you want to do more than retire in your later years.
Hot Definitions
  1. Ponzi Scheme

    A fraudulent investing scam promising high rates of return with little risk to investors. The Ponzi scheme generates returns ...
  2. Dow Jones Industrial Average - DJIA

    The Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange ...
  3. Revolving Credit

    A line of credit where the customer pays a commitment fee and is then allowed to use the funds when they are needed. It is ...
  4. Marginal Utility

    The additional satisfaction a consumer gains from consuming one more unit of a good or service. Marginal utility is an important ...
  5. Contango

    A situation where the futures price of a commodity is above the expected future spot price. Contango refers to a situation ...
  6. Stop-Loss Order

    An order placed with a broker to sell a security when it reaches a certain price. A stop-loss order is designed to limit ...
Trading Center