-
Op-Ed: Advisors Must Meet the Digital Demands of Young Investors
Financial advisors can serve young investors by delivering expert, relevant and compliant content as well as meaningful digital interactions.
-
Retired and House Hunting? How to Finance Your Next Home Purchase
While getting a mortgage in retirement can be tricky, there are alternatives to traditional financing or other strategies that may help you qualify.
-
Retiring Soon? Why the Popular 4% Withdrawal Rule May Be a Bad Idea
It’s a particularly risky time to retire, due to market conditions, according to experts. Those who do may want to reconsider using the so-called 4% rule.
-
Op-Ed: More Boomers Are Choosing to ‘Upsize' Their Homes in Retirement
Rather than downsizing, retirees are starting to upsize, moving to bigger homes in their golden years. They’re doing it for all sorts of reasons.
-
Here Are the States Where Retirement Savers Have the Biggest Nest Eggs
The median amount that retirement savers have accumulated in each state varies by nearly $100,000.
-
Here's How to Handle the Complicated Rules for an Inherited 401(K) Or IRA
Due to 2019 legislation, your options for handling an inherited 401(k) or IRA now largely depend on your relationship to the person who died.
-
Suze Orman: The Market ‘Reminds Me of 2000,' and You Need to Be Ready for a Correction. Here's How You Should Prepare
A market correction can be a good thing for long-term investors, according to financial expert Suze Orman. Here’s how to prepare for the worst.
-
Here's Guidance for Handling Taxes on Covid-Related Withdrawals From Retirement Accounts
If you withdrew money from your 401(k) or IRA for reasons related to Covid, you’re required to include at least a portion of taxes due on your 2020 return.
-
Biden Infrastructure, Clean Energy Plan May Be Windfall for Investors
President Joe Biden’s infrastructure plan — and the measures it contains to curb climate change — may be a tailwind for investors, financial advisors say.
-
Here's Why Wealth Advisor Josh Brown Says Investing in Real Estate Is Often a Bad Idea
Investment properties can often lead to more headaches than returns, according to wealth advisor Josh Brown. Here’s how Josh Brown invests in real estate.
-
Dealing With Tax Debt? Here Are Some Tips to Set Things Right With the IRS
You may feel overwhelmed about the large tax debt you owe to the government, but the worst thing to do is ignore it. Here’s how to get tax debt paid off.
-
Have Vaccine, Will Travel: Retirees Hitting the Road Should Check Their Medicare Coverage First
It’s worth making sure health services away from home would be covered by your Medicare plan before you take off.
-
Women Should Focus on These 3 Career Skills to Get Promoted and Make More Money
Getting promoted beyond an entry-level position can make or break a woman’s career, according to equality advocate Shelley Zalis.
-
Eli Manning Talks BBQ and Life After Football
The former Giants quarterback says he is busier than ever in retirement working with sponsors, coaching sports and learning about the business world.
-
Claiming Social Security Early Can Impact Your Spousal Benefits. Here's How
If you’re married, it’s worth considering how tapping Social Security early (before your full retirement age) could hurt your spousal benefits.
-
How 401(K) Accounts Killed Pensions to Become One of the Most Popular Retirement Plans for U.S. Workers
Since 1980, 401(k) plans have replaced pensions as one of the most popular forms of retirement plans for U.S. workers.
-
Did You Know the Government Owns a Piece of Your Traditional 401(K) Or IRA? Here's How to Get It Back
If your retirement savings is in a traditional 401(k) or IRA, don’t forget the United States government owns a portion of the balance you see.
-
Suze Orman: ‘Do Not Spend' and ‘Don't You Dare' Invest Your Stimulus Checks. Here's What to Do With the Cash
Stimulus checks are starting to hit bank accounts across the country. You need to park the cash somewhere safe, according to financial expert Suze Orman.
-
401(K) Investors Vulnerable to Cyber Hacks, Watchdog Warns
The Labor Department hasn’t taken enough steps to safeguard 401(k) data and savings from cyber criminals, according to the Government Accountability Office.
-
There's Still Time to Change Your Medicare Advantage Plan for 2021. How to Do It
Medicare beneficiaries who want to switch to a different Advantage Plan or drop it altogether can do so through the end of March.