Financial Planning

Retirement Planning

Retirement Income for Life

Here’s a New Way to Get It Do you think you’ll live past 85? If so, there’s a surprisingly attractive type…

Financial Advisers

Questions to Ask When Choosing a Financial Adviser

A good financial adviser can help you manage your savings, investments and spending so you achieve your financial goals. But…

Financial Advisers

How to Check on Your Broker

Although the new Labor Department fiduciary rule mandates that your financial adviser act in your best interest, it doesn’t guarantee…

Retirement Planning

The Classic 4% Rule Can Ruin Your Retirement

There’s a simple old rule to help make sure you don’t run out of money in your retirement years—withdraw 4%…

Retirement Planning

Surprise! Retirement Costs Less Than You Think

It’s easy to wildly miscalculate how much money you’ll need in retirement—even if you are already retired. And that can…

Retirement Planning

Retirement-Planning Calculators

Online retirement-planning calculators ask you a variety of financial, lifestyle and health questions, then estimate how much you might need…

Retirement Planning

How to Locate Financial Assistance for Elderly People

Retirement is not “golden” for all seniors. More than 25 million Americans age 60 and older are economically insecure, living…

Social Security

Best Ways Now to Boost Your Social Security

Smart Strategies for Married Couples Since Congress voted last year to end two Social Security loopholes, many married couples have…

Social Security

Social Security Loopholes Ending

Two Social Security loopholes that have boosted benefits for more than 100,000 married couples are disappearing. But for some people,…

Financial Planning

My Worst Money Mistake: 6 Financial Experts Fess Up

Even the shrewdest financial experts make huge money mistakes from time to time—mistakes that can be very costly but that…

Retirement Planning

Better Way to Plan for Retirement Health Expenses

Soaring health-care costs can wallop consumers as they get older, even though some expenses remain stable. A recent study by…

Retirement Accounts

How to Get Bonus Cash for an IRA Deposit

Fidelity Investments, the giant brokerage firm, has put a new twist on getting cash bonuses for investing in an IRA.…

Social Security

Social Security Secrets

You may be entitled to more than you’re getting. Social Security might end up being your most valuable retirement asset…and…

Financial Planning

10 Things Not to Do with Your Money

You’re probably doing at least three. If you want to get better at something—such as your job or playing an…

Retirement Accounts

Power Up Your IRA

With These Money-Making Investments Although most investors don’t realize it, you can turn your retirement account into something much more…