Retirement

  1. Signs You're Ready to Retire

    Learn the five signs that indicate you are OK to retire. Discover what steps are ...
  2. Helping Clients Avoid 6 Big Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can ...
  3. What Is the Best Age to Get an Annuity?

    Optimizing the benefits of an annuity means guaranteeing a stream of income you can't ...
  4. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand ...
  5. When to Consider an In-Service 401(k) Withdrawal

    In many cases, early withdrawals from 401(k)s o be avoided. But if you are 59 1/2 ...
  6. WorthFM: Female-Focused Savings & Investments

    You can also invest at Worth FM if you're male, but this new savings and investments ...
  1. THIFX, THOAX: Top 3 Mutual Funds From Thornburg

    Learn about the Thornburg family of mutual funds and the top three funds that you ...
  2. EXDAX: Overview of Top Manning & Napier Funds

    Learn about four mutual funds administered and managed by Manning & Napier that can ...
  3. The Top 4 Credit Suisse Funds for Retirement ...

    Discover the top four Credit Suisse funds for retirement diversification in 2016, ...
  4. Joel Greenblatt's Biggest Q1 Investment Moves

    Joel Greenblatt, successful hedge fund manager, believes AAPL and GILD have massive ...
  5. Billionaire Carl Icahn's Q1 Moves: PYPL, AAPL

    Billionaire hedge fund manager Carl Icahn reduced his holdings in PYPL and AAPL in ...
  6. CalPERS vs. CalSTRS: Assessing Their Portfolios

    Monitor the success of CalSTRS toward achieving annual returns of 7.5% with the risk ...
  1. Your Complete Guide to Long-Term Care Insurance

    Learn everything you need to know about this critical insurance: what it is, what ...
  2. Roth IRAs Tutorial

    This comprehensive guide goes through what a Roth IRA is and how to set one up, contribute ...
  3. The Finances of (Actual) Retirement

    Now that you’re retired for real, what should you do with your 401(k) and other funds ...
  4. Countdown to Retirement

    Retirement is staring you in the face...and decisions are looming about your savings, ...
  1. How are you taxed after selling a mutual fund in a Roth IRA?

    Discover how investors are taxed after selling a mutual fund in a Roth IRA, and determine if this is useful to your financial ...
  2. Can I take my 401(k) to buy a house?

    It is possible to use your retirement accounts to buy a house, but it's usually better that you don't.
  3. How do I calculate my Social Security break-even age?

    Learn why age plays an important role for when to start receiving Social Security income and how calculating break-even age ...
  4. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

    Both Social Security Disability Insurance and Supplemental Security Income are administered by the Social Security Administration, ...
  1. 5 Apps and Calculators for Retirement Planning

    These are but a few of the numerous mobile apps and online calculators that are available ...
  2. 5 Affordable Travel Destinations For 2012

    If you're looking for an affordable trip this year, these are your best bets.
  3. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  4. 6 Things You're Doing To Delay Your Retirement

    Find out which mistakes could be pushing you farther away from your post-work dreams. ...
  5. 7 Counterintuitive Retirement Strategies That ...

    Seven misconceptions about retirement that you should avoid
  6. 6 Ways To Ruin Your Retirement

    We all look forward to one day leaving the rat race behind and enjoying our golden ...
Hot Definitions
  1. Cyclical Stock

    An equity security whose price is affected by ups and downs in the overall economy. Cyclical stocks typically relate to companies ...
  2. Front Running

    The unethical practice of a broker trading an equity based on information from the analyst department before his or her clients ...
  3. After-Hours Trading - AHT

    Trading after regular trading hours on the major exchanges. The increasing popularity of electronic communication networks ...
  4. Omnibus Account

    An account between two futures merchants (brokers). It involves the transaction of individual accounts which are combined ...
  5. Weighted Average Life - WAL

    The average number of years for which each dollar of unpaid principal on a loan or mortgage remains outstanding. Once calculated, ...
  6. Real Rate Of Return

    The annual percentage return realized on an investment, which is adjusted for changes in prices due to inflation or other ...
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