Financial Planning

Retirement Planning

New Rules Proposed for Retirement and Education Savings Plans

Vital reading for people with 401(k)s, IRAs, 529 plans to understand how proposed new federal legislation would affect people with 401(k)s, IRAs and 529 plans.

Retirement Planning

Are You Putting Your Retirement at Risk by Helping Your Kids?

Knowing when to cut financial ties with your adult children can be a difficult decision. Here’s what a new study says.

Retirement Planning

The All-Dividend Portfolio

This strategy does a great job of providing retirement income in today’s low-rate, high-risk investment environment.

Retirement Planning

A Retirement Crisis of Confidence

Not many people seem confident in their retirement plans, but there are some companies that are making investors happy. Here’s what you need to know.

Retirement Accounts

How to Decide on a Pension Buyout

Lump-sum pension buyout offers are about to become more common, but they could backfire. Here’s what you need to know.

Retirement Accounts

Why a 401(k) Can Be A Good Place for An Annuity

Congress is expected to pass legislation to make annuities more widely available in 401(k)s. That will have several advantages…

Aging for Beginners

Are You Financially SECURE? What the New Retirement Legislation Could Mean to You

401(k) options are getting better. New proposals in the House and Senate are a potential boon for baby boomers and their post-retirement income.

Wealthy and Wise

Is Your Retirement Account Safe from Creditors?

Whether your IRAs are protected from creditors depends on the answers to several questions.

Stock of the Week

May 1, 2019 | Cardinal Health Inc. | CAH

This week’s Stock of the Week is a different way to invest in the health-care industry. Cardinal Health Inc. (CAH) provides…

Financial Planning

5 Money Mavens Reveal Their Most Memorable Mistakes

Even some of the country’s shrewdest financial pros have made big mistakes with their money. Here are their confessions so you don’t make those mistakes.

Social Security

How to Maximize Your Social Security Benefits Without Breaking the Rules

Our Social Security expert answers some of the trickiest questions posed by real benefits recipients.

Wealthy and Wise

Be Cautious When Naming Beneficiaries for Your IRA

As many readers are aware, IRAs can offer many benefits including the ability to defer taxes on the money placed…

Retirement Planning

Your Retirement Savings Goal Is Almost Certainly Too Low

Americans are massively underestimating how much they need to save to have the retirements they want.

Financial Planning

How Does Your Financial Health Stack Up Against America’s?

Just 28% of Americans are financially “healthy,” despite statistics that indicate a strong economy. Here’s what you can do to make sure you are not just “coping” or “vu...

Financial Advisers

Robo Advisors Are Closing Down—Here’s What to Do

Robo advisors were supposed to make it easier to invest for the long-term, but several have already closed. Here’s how to deal with the dangers.