Editorial Staff

A new company allows Baby Boomers looking for cheap accommodation to connect with homeowners looking for trustworthy people to watch their house and pets.

These strategies can help U.S. citizens living abroad cut their payment to the IRS. Plus, estate and gift issues for married couples from different sides of international borders and the downsides to whole life insurance.

As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.

The decline could be attributed to poor market returns and the plans' auto enrollment feature.

Clients in their 50s need to save aggressively, pay off their mortgage and other debt, downsize and make the most of the tax breaks they deserve.

Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.

Some private insurance companies now offer Medicare Advantage plans, which offer many of the same benefits as the coverage in Part A and Part B.

Long-term investors have nothing to fear when it comes to short-term market volatility.

These college savings portfolios have adequate exposure to large-cap equities and other core assets, but aren't as good on more specialized investments compared with target-date funds.

Many Americans stop working before age 70 for health reasons. In one study, nearly 80% of workers who stop working before age 65 do so for their own health or to care for a family member.

Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.

Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.

Maintaining a diversified investment portfolio is one way for baby boomers to prepare for their retirement; plus, planning tips for older divorcees.

Very few retirees have incomes that equal 70% of what they earned in their working years.

Life after the working years may offer the time needed for lots of leisure activities, but many people aren’t prepared to pay for it.

Higher income may prevent retirees from qualifying for certain assistance programs because of income thresholds; plus, where retirees are moving and why.

Why Roth IRAs make great presents for loved ones on their way out of college. Plus, reporting RMDs to charities in client filings.

Buying a home is generally considered better than renting, but some retirees may find the opposite is true in their situations.

Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.