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
The federal retiree health-care program is undergoing a few changes this year. Here's what high-income beneficiaries need to know.
Living on a fixed income in retirement? Here are the best spots in each U.S. state for living well after you stop drawing a paycheck.
Besides affordability, these overseas destinations also promise adventure for thrill-seeking retirees.
If retirement is imminent and you don't have enough saved, here are five positive steps you can take to ensure the future you want.
Economic growth, rising inflation expectations and a Fed policy shift will challenge one of today's most successful investing strategies: credit risk.
The difference between how much you expect from Social Security in retirement and what you actually get might be bigger than you think. Take these steps now to increase your benefits.
Passing down wealth involves more than minimizing estate taxes owed on the inheritance. Here are some best practices to consider.
Financial advisors and the Fed differ on whether inflation is set for a comeback. Here are tactics to provide investors with some valuable protection in the event of an uptick.
How well you understand the ins and outs of Social Security entitlements could make a big difference in how much you receive over your lifetime.
Fidelity, using new data, estimates that medical care could cost a healthy couple $280,000 in retirement. But if you leave the workforce earlier than expected, a coverage gap could boost expenses.
If you're among the few Americans aiming to delay Social Security claiming until age 70, here's how to plan your finances to make the most of that move.
It is indeed possible to create a tax-free income stream for life, with an asset that has been around for literally ages — bonds.
There are several tax deductions seniors and their families can take advantage of that would give them extra money to help with long-term care expenses.
It can be challenging to invest money safely while also getting a reasonable return on your investment. Here are some suggestions for what fixed-income investors should consider and what to avoid.
If this is the beginning of a bear market in bonds, it is unlikely to be a very long or painful one. Already, the 10-year yield has dropped back to 2.8 percent
The growing popularity of bond funds for investors is due to the simple fact that they are the simplest, cheapest way for investors to buy a diversified basket of bonds.
The 60/40 rule tells investors how to split a portfolio between stocks and bonds. It has come under attack in recent years, and inflation makes it even more questionable.
As ETFs soar, the industry is witnessing the possible twilight of stock- and bond-picking fund managers who get paid to beat the market.
The rationale for a contract guaranteeing income while allowing for participation in potential growth in the markets remains intact.
Many financial advisors agree you have to be careful with so-called annuity illustrations that seem too good to be true.
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.