The 30-year fixed-rate mortgage is the most common way Americans attain homeownership. But don't assume it's your best bet. » Read More
By: Sarah O'Brien
Although advisors often caution against their use, variable annuities can be the best option for a portion of retirement savings. » Read More
By: Bob Rall, principal at Rall Capital Management
In meetings with two separate retired clients, advisor Bob Rall had the same piece of advice: "Go spend some money" was his message to both. » Read More
While many like the sound of an alternative minimum tax repeal, it might make their budget — and the federal government's — worse off.
Advisor Rianka Dorsainvil of Your Greatest Contribution points to Roth IRAs as ideal retirement savings vehicles for younger investors.
What is a financial "gift" seems straightforward, but from a tax code perspective, there are some nuances worth noting.
Some researchers claim reports of a retirement crisis are overblown. In fact, they say retirees have never been in better shape.
To lessen the bite taxes take on retiree's portfolios, savvy advisors train their focus on income, expenditures and asset location.
When investing sustainably and responsibly, it's important to evaluate different options, set measurable goals and build a strategy.
Technological innovations and social pressure to be more responsive to client needs are pushing advisors in a more ethical direction.
Should retirees pay off their mortgage? The strategy depends on taxes, asset and income levels and attitude toward debt and investment.
When it comes to retirement, whatever money an older divorcing couple has needs to be divided — often after an expensive legal bill.
The recent past was great for long-only risk assets, but hedge funds provide unique advantages for investors, including diversification.
Rianka Dorsainvil, financial advisor to the millennial set, explores all the 401(k) options available to savers when changing jobs.
REITs, investments in companies with real estate holdings often traded on exchanges, perform well in rising rate environments.
An IRA trust prevents an irresponsible heir from receiving money outright from the savings account upon the account owner's death.
The ability to pay for health-care needs is — and will remain — one of the most critical issues of retirement.
Many executives can opt to put away money for retirement in company-sponsored non-qualified deferred compensation plans.
Stock market returns are slipping, and economists generally agree on the cause: More baby boomers are retiring.
The 30-year fixed-rate mortgage is the most common way to attain homeownership. But don't assume it's your best bet.
Making your money last through retirement used to be easy. Now it's one of the biggest challenges this generation faces.
Although advisors caution against their use, annuities can be the best option for a portion of retirement savings.