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Retirement

401k Held at a Former Employer? Know Your Alternatives

One of the things you have to consider when changing jobs or nearing retirement is what to do with your old workplace savings plan. If you’re well into your working career, or maybe even close to retiring—you’ve likely changed jobs at least one time in your career. The more frequently you’ve changed jobs, the greater the chance that you have an old 401k with a former employer ...

May 17, 2017

Thinking about Cashing Out Your 401k? You Might Have Better Options

Switching jobs can have its perks—new opportunities often mean new experiences, an expanding skill ...

May 10, 2017

Five Ingredients to the Secret Sauce of Happiness in Retirement

What is happiness? How can you be sure you’re happy when you retire? Will your happiness be tied to money? Your health? Your friends and family? All of the above?

May 4, 2017

Beyond the Green: Happiness in Retirement Isn't Just About Money

Many of us, perhaps inspired by the financial media, see successful retirement as a pot of gold at the end of a rainbow. Fill the pot to a certain level and happiness ...

May 3, 2017

Simple Ways to Save: Take Baby Steps; Keep Cash Out of Reach

If you’re one of those people who wracks your brain trying to figure out the complexities of saving for the future, take a moment and listen to the wise words of ...

April 26, 2017

Rescue from Emotion: Discipline Tips for Retirement Investors

It’s easy to tell someone to keep their emotions out of investing. From a practical standpoint, however, it’s a trap most of us fall into at one point or another. “People say ...

April 19, 2017

In Your 50s, Keep Your Eye on the Retirement Prize: 6 Main Moves

If you have children, you know the “tween” years—those middle years between child and teenager—and the challenges (and eye-rolling) that seem to define the ...

April 12, 2017

Want to Retire in Harmony with Your Spouse? 5 Tips for Dreams & Plans

You want to move to Florida; she wants to stay near the grandkids. She wants to keep working for another 10 years, but you have visions of traveling the world. Just ...

April 6, 2017

Beyond the Retirement Calculator: How to See If You’re On Track

All right. Everyone in the room who’s ever used a free online retirement calculator, please raise your hand. What? No one wants to admit it? Bashful? OK, now ...

April 5, 2017

Captain of Your Retirement Ship? Investment Choices Aweigh

All hands on deck! The clock is ticking to fund your IRA for 2016. Directing your own IRA essentially makes you the chief cook, bottle washer, and captain of the ship ...

March 30, 2017

Social Security's Projected Shortfall: An Age-by-Age Guide for Planning

You've probably heard the warnings—the Social Security Trust Fund is on track to become insolvent in 2035. The Social Security Administration currently estimates at ...

March 29, 2017

Building Your Retirement Budget? Be Realistic and Cash Smart

So you’re planning your retirement, and you say you’ll chop the budget, since your spending will go down in retirement. Right? Well, that’s the conventional wisdom ...

March 22, 2017

Boomer RMD Requirements: Mistakes to Avoid, Q&A

After decades of socking away money in retirement funds, baby boomers who turn 70 1/2 this year hit the required minimum distribution (RMD) age threshold. ...

March 15, 2017

Attention Snowbirds: Don't Get Hit With Unexpected Tax Bills

As the weather gets colder, snowbirds migrate to warmer climates to enjoy milder winters. However, many are unaware of the tax rules for Americans who split their ...

March 8, 2017

It's Your Time—How to Shed the Worry and Guilt in Retirement

Congratulations—after decades of working, paying off the mortgage and the kids' educations and, yes, squirreling away money for your retirement, you've reached that ...

March 8, 2017

Retirees and Fixed Income Planning in a Rising Rate Environment

Uncertainty surrounding low interest rates and their future direction has been a cause for concern among investors nearing, or in, retirement for quite some time...

March 3, 2017

IRA Rollover Rules and Key Considerations: 5 Must Knows

Thinking about a rollover from your old 401(k) or other employer sponsored retirement plan to an Individual Retirement Account (IRA)? It’s a pretty simple move...

March 1, 2017

Never Too Early to Have the Long-Term Care Talk with Your Parents

Did your parents have the birds-and-the-bees talk with you when you were younger? Remember how...