Taxes can be a real threat to client retirement plans
Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.
Retirement scan
Taxes can be a real threat to client retirement plans
Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.
7 myths about retirement investing that do not guarantee good outcomes
An expert warns that "the buy, hold and forget" strategy would only work in bull market conditions.
Unhealthy habits could destroy a retirement
Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.
Unhealthy habits could destroy a retirement
Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.
Obscure Social Security rule can pay off for those remarrying later in life
Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.
401(k) strategies to grow wealth
Participants can make the most out of their plan by taking advantage of their employer's matching contribution.
3 facts every retiree should know: Retirement Scan
Retirees are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.
3 facts every retiree should know
Those who leave the workforce are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.
Why retiring together makes sense (usually)
Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.
She retires. He doesn’t. Why retiring together makes sense (usually)
Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.
The right way to be emotional about investments
Emotion-driven decisions may result in portfolios that retirees find palatable, but they are also likely to result in lower returns.
Is it OK for employees to raid a 401(k)?
Tapping a 401(k) isn’t good idea, so it would need to be the lesser of two or more evils. And they “would have to be pretty evil evils," says an expert.
Retiring early despite investing mistakes
Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.
Retiring early despite investing mistakes
Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn allow employees to overcome common pitfalls.
Best banks for retirees
These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.
Trump budget cuts programs for poor while sparing seniors
The President's budget is expected to call for spending cuts on programs intended to help lower income households, while keeping programs designed to assist older people.
Baby boomers look to senior concierge services to raise income
More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.
Baby boomers look to senior concierge services to raise income
More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.
This may be the biggest financial mistake millennials are making
Millennials change jobs more than older generations, but thinking about the future is not a huge priority.
