Retirement Budgeting

  1. Are We in a Baby Boomer Retirement Crisis?

    Data paints a gloomy picture for Baby Boomers and their retirement. So how bad is ...
  2. What Does It Cost to Retire in Costa Rica?

    Tally up the costs associated with taking your retirement in Costa Rica, and determine ...
  3. How to Calculate What You Need for Retirement

    You might not be able to predict all the variables that impact retirement planning, ...
  4. 5 Assumptions That Can Hurt Your Retirement

    Retirement planning is a must, but having a plan that's filled with old and dated ...
  5. Retired? Tips for Spending Your Nest Egg Wisely

    It can be hard to start spending money once retirement finally comes. Here are some ...
  6. Budgeting for the 4 Phases of Retirement

    Retirement consists of four stages, each with different expenses and different budgeting ...
  1. How Seniors and the Elderly Can Obtain Life Insurance ...

    As life expectancy increases, various life insurance options are available for applicants ...
  2. Charles Schwab vs. Employee Fiduciary: Comparing ...

    Learn about the key differences between Charles Schwab and Employee Fiduciary 401(k) ...
  3. Best Ways for Retirees to Use Up Airline Miles

    It’s easier than ever to earn frequent flyer miles, but redeeming them can be tricky. ...
  4. Retirement Planning Using Long-Dated Options

    Retirement planning using high-risk options? It is possible, and studies confirm ...
  5. This is the Top Fear of Gen X, Millennial Savers

    Younger folks are more stressed than older generations about having enough money ...
  6. Millennials' Money Habits: How to Help

    Millennials gleaned much of their financial savings habits from their parents. Here's ...
  1. The Finances of (Actual) Retirement

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

    Retirement is staring you in the face...and decisions are looming about your savings, ...
  3. Midlife Retirement Planning Guide

    Looking at 15 to 25 more years of work? Now is a good time to assess your investment ...
  4. Analyzing The Best Retirement Plans And Investment ...

    Understanding the various retirement investments - from annuities to 401(k)s and ...
  1. At what age will I be eligible for the maximum Social Security payout?

    The year you choose for collecting your social security will play a large part in determining how much money you'll receive ...
  2. How can I budget for both short-term expenses and long-term goals?

    The first step in planning for long-term goals is actually determining how much you spend on short-term expenses. Once you ...
  3. How soon should I start saving for retirement?

    Learn about the basics of retirement planning and the reasons why it is so advantageous for individuals to start saving for ...
  4. How are spousal benefits calculated for Social Security?

    Learn how your maximum Social Security spousal benefit is calculated, including how to maximize benefits by having your spouse ...
  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. 6 Things You're Doing To Delay Your Retirement

    Find out which mistakes could be pushing you farther away from your post-work dreams. ...
  3. 10 Last-Minute Retirement Tips

    The months leading up to your retirement can be the most crucial in terms of planning. ...
  4. Retire A Millionaire In 10 Steps

    Having a million-dollar portfolio is a retirement dream for many people but making ...
  5. 10 Retirement-Wrecking Moves

    Don't let these common mistakes put a crack your nest egg.
Hot Definitions
  1. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  2. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  3. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  4. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  5. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
  6. Demand Elasticity

    In economics, the demand elasticity refers to how sensitive the demand for a good is to changes in other economic variables. ...
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