Retirement

  1. Top 3 Retirement Savings Tips for 55-to-64-Year-Olds

    Find ways to save money and increase your nest egg for the fast-approaching senior years.
  2. How to Retire a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  3. Notice Of Assessment - NOA

    An annual statement sent by revenue authorities to taxpayers detailing the amount of income tax they owe. It includes the ...
  4. Voluntary Employees Beneficiary Association Plan - VEBA

    A Voluntary Employees Beneficiary Association (VEBA) plan is a type of employer-sponsored trust used to help employees pay ...
  5. Participating Policy

    A participating policy is insurance that pays dividends to policyholders. Dividends come from the profits of the insurance ...
  6. High-Deductible Health Plan - HDHP

    A health insurance plan with a high minimum deductible that that the insurance holder must pay for medical expenses before ...
  1. Voluntary Employees Beneficiary Association Plan - VEBA

    A Voluntary Employees Beneficiary Association (VEBA) plan is a type of employer-sponsored trust used to help employees pay ...
  2. Guaranteed Renewable Policy

    A guaranteed renewable policy obligates the insurer to continue coverage as long as premiums are paid on the policy.
  3. Closing in on Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these key tips.
  4. ‘When Should I Retire?’ Pros and Cons of Different Ages

    Before making the decision to retire, make sure you have the financial resources to enjoy your later years.
  5. Protect Your Social Security Benefits From Inflation

    You can't count on cost of living increase adjustments to your Social Security benefits, so be sure to inflation-proof them ...
  6. Period Certain

    Period certain is a life annuity option that allows the customer to choose when and how long to receive payments, which beneficiaries ...
  1. Medicare: Understanding the Basics

    Understanding the basics of Medicare can help you plan for the benefits you should expect to receive.
  2. All Risks

    All risks is a type of insurance coverage that automatically covers any risk that the contract does not explicitly omit.
  3. Chartered Life Underwriter (CLU)

    A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance ...
  4. Uninsurable Risk

    Uninsurable risk is a condition that poses unknowable or unacceptable risk of loss.
  5. Guaranteed Renewable Policy

    A guaranteed renewable policy obligates the insurer to continue coverage as long as premiums are paid on the policy.
  6. High-Deductible Health Plan - HDHP

    A health insurance plan with a high minimum deductible that that the insurance holder must pay for medical expenses before ...
  1. Top 3 Retirement Savings Tips for 55-to-64-Year-Olds

    Find ways to save money and increase your nest egg for the fast-approaching senior years.
  2. How to Retire a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  3. Bare Trust

    A bare trust is a type of trust that provides beneficiaries with immediate and absolute ownership of its capital and the ...
  4. Dynasty Trust

    A dynasty trust is designed to grow wealth for a grantor's descendants while offering protection from transfer taxes like ...
  5. All Risks

    All risks is a type of insurance coverage that automatically covers any risk that the contract does not explicitly omit.
  6. Chartered Life Underwriter (CLU)

    A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance ...
Hot Definitions
  1. Net Present Value - NPV

    Net Present Value (NPV) is the difference between the present values of cash inflows and outflows. Used in capital budgeting ...
  2. Return On Equity - ROE

    The amount of net income returned as a percentage of shareholders equity. Return on equity measures a corporation's profitability ...
  3. Bond

    A bond is a fixed income investment in which an investor loans money to an entity (corporate or governmental) that borrows ...
  4. Whole Life Insurance Policy

    A life insurance contract with level premiums that has both an insurance and an investment component. The insurance component ...
  5. Compound Annual Growth Rate - CAGR

    The Compound Annual Growth Rate (CAGR) is the mean annual growth rate of an investment over a specified period of time longer ...
  6. Capital Asset Pricing Model - CAPM

    A model that describes the relationship between risk and expected return and that is used in the pricing of risky securities. ...
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