Articles tagged as


  1. This Group is the Most Underprepared to Retire

  2. Why Near-Retirees Shouldn't Sweat the Volatility

  3. Find an Affordable Timeshare on a Retiree's Budget

  4. What to Do When Your Doctor Doesn't Take Medicare

  5. 4 Reasons Why Americans Retire in Costa Rica

  6. 4 Reasons Why Americans Retire in Mexico

  7. The Cities Where the Ultra-Rich Retire in Florida

  8. Is Delaying Social Security Until 70 a Good Idea?

  9. The Better Way to Save: Life Insurance or IRA?

  10. Pick 401(k) Assets Like A Pro

  11. Retired & Rich? The 5 Most Luxe Timeshares

  12. Your Heirloom Jewelry: How Much Is It Worth?

  13. 4 Reasons Why Americans Retire in the Dominican Republic

  14. 5 Reasons Why Americans Retire in Malaysia

  15. The 5 Best Retirement Communities in Sarasota, Florida

  16. The 5 Most Relaxing Timeshare Locations for Retirees

  17. How Much Can You Contribute to Your 401(k)?

  18. You Would Be Crazy to Retire in These 3 States

  19. When Taking Social Security Early Can Make Sense

  20. Life Insurance & Annuities: Sound Investments?

  21. Top Strategies for Tax-Free Roth IRA Conversions

  22. How to Help Clients Navigate Open Enrollment

  23. Social Security and Divorce: A Guide

  24. The 5 Best Retirement Communities in Charleston, South Carolina

  25. What Does It Cost to Retire in the Philippines?

  26. How Retirees Should Prepare for a Rate Hike (VBMFX, VFSUX)

  27. 4 Investment Mistakes That Will Cost You

  28. How to Lower Investment Account Fees in Retirement

  29. 4 Ways Retirees Can Save on Insurance

  30. Retirement Tips for Millennials from Gen Xers

  31. Planning 401(k) Investments In a New Job

  32. 4 Reasons Why Americans Retire in Ecuador

  33. 6 Reasons Why Americans Retire in Panama

  34. Retirement Looming? Here are 6 Essential Tips

  35. 10 Ways to Retrofit Your House for a Senior

  36. Most Senior-Friendly Cruise Destinations

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

  38. 4 Reasons Why Americans Retire in Colombia

  39. 7 Reasons Why Americans Retire in Thailand

  40. How to Help Clients Plan a Phased Retirement

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

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

  43. How Much It Takes to Max Out Your IRA

  44. 7 Reasons To Own Life Insurance in an Irrevocable Trust

  45. 10 Things You Need to Know About Social Security

  46. How Oil and Gas Can Fuel Your Retirement Account

  47. I Maxed Out My IRA! Now What?

  48. How To Protect Your Retirement from Lawsuits

  49. 6 Ways Retirees Can Capitalize on Higher Rates

  50. The Backdoor Way to Qualify for a Roth IRA

  51. How to Advise Clients with Frozen Pensions

  52. These 10 States Have the Priciest Long Term Care

  53. How to Set Up a Trust Fund in Canada

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

  55. Retirement Planning Using Long-Dated Options

  56. Top 10 States for Affordable Long-Term Care

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

  58. Should You Delay Your Retirement?

  59. What Will My Social Security Check Look Like?

  60. Retirement Planning: Don't Forget Social Security

  61. How to Use Annuities for Retirement Income

  62. 7 Ways to Reduce Healthcare Costs in Retirement

  63. How to Help Clients Overcome Retirement Shortfalls

  64. How Are Variable Annuities Taxed?

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

  66. How to Avoid Outliving Your Reverse Mortgage

  67. How to Choose a Reverse Mortgage Payment Plan

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

  69. How to Handle Client Beneficiary Designations

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

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

  72. How Divorce Affects Social Security Benefits

  73. Top Tips to Reduce Required Minimum Distributions

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

  75. 401(k) Loans: The Good, the Bad and the Ugly

  76. Tapping Your Retirement Accounts: How to Start

  77. Tip for Estate Planning on the Cheap

  78. Retirement Tips: Choose the Best Annuity Provider

  79. Variable Annuities with Guaranteed Benefit Options

  80. How Retirees Should Think About Market Corrections

  81. The Top 5 Fixed Annuities for the Risk Averse

  82. Estate Planning Goes Digital: How to Get Started

  83. Retirement Plan Laggards: How to Help Them

  84. How the Self-Employed Can Prepare for Retirement

  85. Your Social Security Benefits: Who Gets Taxed?

  86. How to Choose the Best IRA Custodian

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

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

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

  90. Ready to Retire? Better to Avoid These States

  91. Estate Planning Questions to Ask Clients Annually

  92. Top 3 Tips to Find an Estate Planning Lawyer

  93. Estate Planning Tips for the Average Client

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

  95. Choosing The Best Charitable Gift Annuity

  96. How Social Security Benefits Are Estimated & Taxed

  97. Understanding Different Types of Life Insurance

  98. Robo-Advisors Face First Market Downturn Test

  99. Annuities and Baby Boomers: The Pros and Cons

  100. Do Your Investments Suit Your Age?

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