Articles tagged as


  1. 6 Reasons Why Americans Retire in Panama

  2. Retirement Looming? Here are 6 Essential Tips

  3. 10 Ways to Retrofit Your House for a Senior

  4. Most Senior-Friendly Cruise Destinations

  5. Retrofitting v. Moving: What's Better for Seniors?

  6. 4 Reasons Why Americans Retire in Colombia

  7. 7 Reasons Why Americans Retire in Thailand

  8. How to Help Clients Plan a Phased Retirement

  9. Robo-Advisors Now Entering the 401(k) Market

  10. A Guide To Rollover A 401(k) To A New Employer

  11. How Much It Takes to Max Out Your IRA

  12. 7 Reasons To Own Life Insurance in an Irrevocable Trust

  13. 10 Things You Need to Know About Social Security

  14. How Oil and Gas Can Fuel Your Retirement Account

  15. I Maxed Out My IRA! Now What?

  16. How To Protect Your Retirement from Lawsuits

  17. 6 Ways Retirees Can Capitalize on Higher Rates

  18. The Backdoor Way to Qualify for a Roth IRA

  19. How to Advise Clients with Frozen Pensions

  20. These 10 States Have the Priciest Long Term Care

  21. How to Set Up a Trust Fund in Canada

  22. Don't Miss Out on a 401(k) Match

  23. Retirement Planning Using Long-Dated Options

  24. Top 10 States for Affordable Long-Term Care

  25. How to Piece Together a 401(k) Plan

  26. Should You Delay Your Retirement?

  27. What Will My Social Security Check Look Like?

  28. Retirement Planning: Don't Forget Social Security

  29. How to Use Annuities for Retirement Income

  30. 7 Ways to Reduce Healthcare Costs in Retirement

  31. How to Help Clients Overcome Retirement Shortfalls

  32. How Are Variable Annuities Taxed?

  33. Yes, You Can Buy a Home with a Reverse Mortgage

  34. How to Avoid Outliving Your Reverse Mortgage

  35. How to Choose a Reverse Mortgage Payment Plan

  36. Eyeing a 401(k) Loan? There Are Better Options

  37. How to Handle Client Beneficiary Designations

  38. Which 401(k) Plan is Right for You?

  39. Longevity Annuity Tax Rules: What You Need to Know

  40. How Divorce Affects Social Security Benefits

  41. Top Tips to Reduce Required Minimum Distributions

  42. Getting a College Student to Love ... Investing?

  43. 401(k) Loans: The Good, the Bad and the Ugly

  44. Tip for Estate Planning on the Cheap

  45. Tapping Your Retirement Accounts: How to Start

  46. Retirement Tips: Choose the Best Annuity Provider

  47. Variable Annuities with Guaranteed Benefit Options

  48. How Retirees Should Think About Market Corrections

  49. The Top 5 Fixed Annuities for the Risk Averse

  50. Estate Planning Goes Digital: How to Get Started

  51. Retirement Plan Laggards: How to Help Them

  52. How the Self-Employed Can Prepare for Retirement

  53. Your Social Security Benefits: Who Gets Taxed?

  54. How to Choose the Best IRA Custodian

  55. Maxing Out Your 401(k) vs. an IRA or Roth IRA

  56. How to Break the Paycheck-to-Paycheck Cycle

  57. The 401(k) Emergency Boomers Need to Address Now

  58. Ready to Retire? Better to Avoid These States

  59. Estate Planning Questions to Ask Clients Annually

  60. Top 3 Tips to Find an Estate Planning Lawyer

  61. Estate Planning Tips for the Average Client

  62. Top 4 Retirement Income Mutual Funds (PRFHX, SWJRX)

  63. Choosing The Best Charitable Gift Annuity

  64. How Social Security Benefits Are Estimated & Taxed

  65. Understanding Different Types of Life Insurance

  66. Robo-Advisors Face First Market Downturn Test

  67. Annuities and Baby Boomers: The Pros and Cons

  68. Do Your Investments Suit Your Age?

  69. Why Even the Young Should Establish an Estate Plan

  70. These Top Vanguard Funds Will Help You Diversify (VTSAX, VTIAX)

  71. Top Tips for Beating Money Stress

  72. Should You Accept an Early Retirement Offer?

  73. Reinvesting Dividends Pays in the Long Run

  74. 6 Steps to Update or Change Your Will

  75. Infographic: How Much Money Do You Need to Retire in Hawaii?

  76. 5 Ways to Stretch Your Retirement Dollars

  77. 5 Signs a Reverse Mortgage Is a Bad Idea

  78. 6 Reasons Why Dividends Should Be Reinvested

  79. Understanding How Dividends Are Taxed

  80. Retirement Planning for Entrepreneurs and Small Businesses

  81. Overhaul Social Security to Fix Retirement Shortfall

  82. The World's Most Luxurious Retirement Destinations

  83. How to Protect Elderly Clients from Predators

  84. Strategies for a Worry-Free Retirement

  85. Your 401(k): How to Handle Market Volatility

  86. How to Build a Financial Plan for Gen X, Y Clients

  87. Don't Let Your Portfolio Be Trump'd by Illiquidity

  88. Top Social Security Issues for Divorced Women

  89. How to Tell if You Need an Estate Planning Lawyer

  90. Maxing Out Your 401(k) Is Profitable: Here's Why

  91. How to Choose the Best Long-Term Care Insurance

  92. How to Choose the Best Medicare Advantage Plan

  93. A Day In The Life of A Professional Forex Trader

  94. Picking the Best Longevity Insurance

  95. Best Ways to Save For Retirement Without an IRA or 401(k)

  96. Inherited IRA and 401(k) Rules: Don't Run Afoul

  97. Index or Target Dates in 401(k)s: Which is Better? (VFINX, FUSEX)

  98. How to Avoid the Inheritance Nobody Wants: Debt

  99. 4 Ways Financial Plans Get Derailed

  100. Gen Xers Turn 50: Retirement Just Got Real

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