-
Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.
June 11 -
Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.
June 10 -
Depression can be a big risk for seniors as they transition to retirement.
June 7 -
The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.
June 6 -
Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.
June 5 -
Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.
June 4 -
They can do research by visiting funeral homes to get a better understanding of cost and burial details.
June 3 -
Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.
May 31 -
"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.
May 30 -
Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.
May 29