Retirement Planning

  1. Gay Marriage Ruling: Its Impact on Estate Planning

    Same-sex couples now face the same legal and financial issues as heterosexual couples; ...
  2. Pension Annuity vs. Lump Sum: Which is Best?

    Which pension distribution option best serves your client, a pension annuity or a ...
  3. Tips for Protecting Clients from Scammers

    Predators now have more access to vulnerable clients than ever before; advisors should ...
  4. Two Heads Are Better Than One In Finances

    Given the importance of a retirement account, having professional help with savings ...
  5. How Retirees Should Approach Interest Rate Hikes

    Here's what retirees can do if interest rates rise.
  6. Are Annuities Right for You?

    Annuities are safe and often appealing, but IRAs and 401(k)s offer advantages that ...
  1. Few Target-Date Managers Invest in Their Own ...

    Target-date funds have experienced explosive growth in the past 20 years. Many managers ...
  2. Debunking 5 Robo-Advisor Myths

    Robo-advisors are not going to replace their flesh and blood counterparts. Here's ...
  3. Top 7 ETFs Designed for Retirement Income

    These seven ETFs offer several advantages over traditional ETFs, especially for investors ...
  4. 5 Signs That You Have a Lousy 401(k) Plan

    Knowing whether a 401(k) plan is good or not so good is important. This will help ...
  5. Top Commodities ETFs for Your Retirement Portfolio

    There are many commodity-tracking ETFs, but only a few are must-adds to your retirement ...
  6. How the Robo-Advisors Differ (& How They're Alike)

    Not all robo-advisors are created equal, and each could be perfect for a specific ...
  1. Consolidating Your Retirement Money

    By midlife, you're likely to have accumulated a string of IRAs, 401(k)s and the like. ...
  2. Analyzing The Best Retirement Plans And Investment ...

    Understanding the various retirement investments - from annuities to 401(k)s and ...
  3. The Complete Guide To Retirement Planning For ...

    Here is everything you need to know about retirement planning if you are in your ...
  4. The Complete Guide To Retirement Planning For ...

    Everything you need to know about retirement planning if you are in your 50s.
  1. When can benefits be received from a provident fund?

    Find out when participants in provident funds can begin receiving benefits, including how funds can be used to finance important ...
  2. Is Social Security Income a perpetuity?

    Find out why Social Security income is not classified as a perpetuity, including what constitutes a perpetuity and the basics ...
  3. How does a provident fund compare to U.S. Social Security?

    Find out how provident funds compare to the U.S. Social Security program, including examples of income limits and contribution ...
  4. What type of asset allocation should I use if I am already retired?

    Understand the importance of asset allocation during retirement years, and learn what mix of stocks, bonds and cash is commonly ...
  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. 7 Counterintuitive Retirement Strategies That ...

    Seven misconceptions about retirement that you should avoid
  4. 6 Ways To Ruin Your Retirement

    We all look forward to one day leaving the rat race behind and enjoying our golden ...
  5. 10 Last-Minute Retirement Tips

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

    Having a million-dollar portfolio is a retirement dream for many people but making ...
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