Reverse mortgages have skyrocketed in popularity among cash-strapped seniors. But carefully weigh the pros and cons, and alternatives, before taking this unique type of loan. » Read More
By: Lorie Konish
If you have student loans, research shows, your retirement savings will take a hit. Here's how to plan for both without sacrificing your financial health. » Read More
By: Ashby Daniels, retirement planner at Shorebridge Wealth Management
High guaranteed incomes and a high-interest bond market are two comforts today's retirees no longer have. Yet many are still basing their investing strategy on past market conditions and overweighting bonds in their retirement portfolio. » Read More
Mounting interest in impact investments across all allocations has created more accessible options for investors.
The strong economy and low unemployment are good news, but they also tend to augur inflation. If you are worried about the impact on your fixed-income investments, here's what to do.
Careful retirement planning is more important than ever. Here are four easy things you can do on your own to help tip the scales in your favor.
Forgot to take a retirement plan required minimum distribution at age 70½? Don't just accept the penalty, say advisors. You may get the IRS to forgive your mistake.
The better a woman understands her own financial situation, the more equipped she will be for retirement. Here are four ways women can close the earnings gap.
Just how much of the bond landscape you want to sample is a matter of personal inclination and tolerance for risk.
With an entire generation on the cusp of retirement, the rules governing retirement plan administration need to be modernized. Rep. Tim Walberg, R-Mich., is introducing the Increasing Access to a Secure Retirement Act.
Before you consider giving up your U.S. citizenship or green card, make sure you plan for the expatriation tax, more commonly known as the exit tax.
More than 40 percent of Social Security recipients have seen very little, if any, of their 2 percent increase in benefits.
In an environment where the 10-year U.S. Treasury bond yield can't hold 3 percent, the more than 6 percent average yield on emerging market debt is an attractive proposition.
SmartAsset has compiled a list of the top 10 U.S. cities attracting the most inbound retiree relocators for 2018.
Over the past five years, $629 billion in assets have flowed into passively managed bond funds and $206 billion has flowed into active funds.
With volatility returning to stocks and bonds and valuations of assets high, alternative investing strategies should be popular. They're not.
Legacy giving allows donors to communicate ethics and values to heirs, as well as leave them a community improved by philanthropy.
A 702(j) plan is not a retirement plan, even though that's how it's marketed. It is actually a life insurance policy.
Your Social Security number is one of the pieces of information most coveted by identity thieves. But chances are, you're not taking this crucial step to protect it.
A fixed-income strategy is key for investors who are retired or are approaching retirement. This special report details the range of tools and strategies used to manage a fixed income portfolio.
The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.
The buzz on the trading floor
No, you should not use that home equity line of credit to fund your vacation to Bermuda. You also shouldn't use it to pay for the utilities.
The tax code imposes certain limits — and opportunities — for your retirement saving.
Stock investors face a tough challenge when choosing where to invest. Following this simple set of criteria can make the task much less stressful.