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Parents are advised to take advantage of charitable and nonprofit support programs when preparing for the future of a special needs child.
September 19 -
Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.
September 18 -
To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.
September 10 -
Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.
September 4 -
Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.
September 3 -
Do your clients have their ducks in a row?
August 29 -
“The big issue here is being able to maintain your standard of living,” an expert says.
August 28 -
The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.
August 27 -
The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.
August 26 -
Many clients are “denying themselves today for fear of what could happen tomorrow,” an expert says.
August 23 -
Aside from cutting spending and contributing to a Roth account, investors are also advised to sock away at least 10% of their annual earnings.
August 21 -
These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.
August 20 -
The cost of health care before retirement is inherently more volatile than after, according to an expert.
August 15 -
Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.
August 13 -
Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.
August 13 -
Seniors living overseas are advised to enroll before moving back to the U.S.
August 9 -
Just 62% of women are protected compared to 76% of their male counterparts, research shows.
August 8 -
The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.
August 5 -
Those who didn't save early may miss key opportunities, experts say.
August 1 -
Most retirement tips should be taken with a grain of salt, as not all advice can help boost prospects.
July 23




















