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For Vanguard founder John Bogle, the "tyranny of compounding costs" makes the difference between investors who win and others who lose.
May 20 -
Buying a home is generally considered better than renting, but some retirees may find the opposite is true in their situations.
May 19 -
Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.
May 17 -
A property would have to "perform sensationally" to make up for the hit to the investor's retirement savings; plus, how to overcome income shocks.
May 16 -
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.
May 13 -
Taking advantage of this perk can help clients get much closer to securing their retirement; plus, what couples need to know about Social Security benefits.
May 12 -
The federal plan does not cover some things such as hearing aids and dental care; plus, how age differences in couples affect their Social Security.
May 11 -
Excess cash and over concentration in specific assets can lead to trouble.
May 10 -
How working longer can help elderly clients overcome a retirement benefit shortfall; plus, why basing a client's retirement plan on inheritance is a grave mistake.
May 9 -
Investors often think their time and savings are running out and micromanage their investments despite having hired a financial adviser.
May 5 -
Nearly four decades after adopting passive investing techniques, Vanguard's founder finally sees the approach pay off; plus, Social Security filing tactics your clients need to consider.
May 4 -
Although Medicare is a big help for retirees, the program only has a limited coverage depending on the enrollment periods they have signed up for; plus, five ways to help your clients work their way into retirement.
May 3 -
They also should reduce spending as much as possible and keep their investments in stocks for greater returns; plus, planning for the gig economy.
May 2 -
Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.
May 2 -
Why certain clients should allocate more, or less, to their emergency funds in preparation for retirement; plus, how Americans blew $1.7 trillion in retirement savings.
April 28 -
Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.
April 28 -
Planning early helped contribute to the success of retirees who are living a happy life; plus, when it's ok to ignore the gospel on retirement
April 28 -
Clients may consider annuitizing a portion of their retirement savings to guarantee an income stream in retirement; plus, how retirees should assess their liquid assets.
April 22 -
Retirees may withdraw their application within 12 months of receiving their first monthly Social Security check; plus, three ways to be smarter about drawing retirement income.
April 21 -
Retirement savers are advised to consolidate their old 401(k) plans to manage the money more easily and avoid administrative expenses; plus, why Social Security is a women's issue.
April 20










