Although everyone's circumstances are unique, there are a few key questions everyone should ask to see if retiring early is a possibility. » Read More
By: Jeff Rose, CEO of Alliance Wealth Management
There are dangers in 401(k) rollovers, especially when retiring early, but most mistakes can be avoided with some careful planning. » Read More
By: Rachel Podnos, financial planner at Wealth Care
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
Although advisors often caution against their use, variable annuities can be the best option for a portion of retirement savings.
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.
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.
Here are the key questions you should ask yourself if you're considering an early retirement.
There are dangers in 401(k) rollovers, especially for early retirees, but mistakes can be avoided with careful planning.
The 30-year fixed-rate mortgage is the most common way to attain homeownership. But don't assume it's your best bet.