Why Are Mutual Fund Fees So Deceptive? Putting An End to the Trickery
Extrapolating the fees of the mutual funds in your 401(k) or IRA can be exasperating since the lack of transparency makes it difficult to compare various funds.
Is Your House Ready for Retirement? Your Savings May Be Misguided
People think the biggest expenses in retirement are health and medical bills, perhaps even helping to support a grown child. But the culprit may be a little closer to home.
Frightening Financial Future Scares Investors Just Before Halloween
Concerns about long-term care for loved ones, health care for themselves and the effect of all of that on retirement planning has investors spooked.
There's a Really Good Chance You Won't Save Enough for Retirement
The average retiree in 49 states isn't recovering the 70% of their working-years income that economists say they'll need to retire without worry.
Forced to Tap IRA? You Might Be Able to Save Big From Roth Conversion
Unfortunately, Uncle Sam requires that you start IRA withdrawals after turning 70.5, whether you want to or not, and to pay taxes if you transfer the money instead.
The Forgotten 401(k): 5 Ways to Find Out if You Have a Lost Retirement Plan
Americans hold nearly a dozen jobs by the time they’re 50. Some retirement benefits can get lost along the way.
Why You Shouldn't Retire In Illinois: Not All States Are Created Equal
Gen X-ers should prepare for retirement now to avoid living in the worst states for their golden years.
Stop Thinking About Risk Tolerance, Try Risk Capacity Instead
Are you asking what's your risk tolerance for retirement saving? It's the wrong question.
Planning for Health Care in Retirement Can Be a Complicated Riddle
Your house is paid off. The kids are done with college. You’re looking at retirement. But you just have one nagging question on your mind.
How to Handle An Unexpected Early Retirement By Being Proactive
Many Americans are faced with an unexpected early retirement and are forced into it by layoffs or health issues, disrupting their previous financial plans.