The Cost of ‘Not Yet’ Saving for Retirement
Retirement feels like a lifetime away when you are in your 20s, but that is exactly when you should start thinking about your golden years. Here's why.
Will You Ever Have Enough Money to Retire?
The expanded life span today has many worried about being able to save enough money to last them throughout their golden years. Don’t bury your head in the sand, there are little things you can do now that will pay off later.
Do You Understand Your 401K and IRA Fees?
Your 401K or IRA may be charging you a lot more than you realize.
Don’t Miss the 401 (k) Boat
According to Fidelity Investments, the average 401(k) hit $91,000 last year – that’s 30% more than in 2011! If you haven’t already, you need to get in on this.
Moving IRAs? You Gotta Know When to Roll ‘Em
No matter how many IRAs you own, you are now limited to one indirect transfer every 12 months.
Tips for Creating a Nest Egg Spending Plan
We spend decades investing and saving to avoid being broke in retirement. But your spending plan plays just as crucial of a role than your savings strategy.
Surprise: Retirement is Better than Expected
With many baby boomers facing a retirement of drawing down defined contribution plans, a new survey shows that the generation might not be in as bad of shape as everyone thought.
IRA Rules: What to Do with Inherited Funds
The rules of an inherited IRA are complicated, but you need to follow them if you want to maximize your investment options.
The Fastest Way to Lose an IRA
The Supreme Court unanimously upheld a decision that said inherited IRAs do not enjoy the protections of IRAs in bankruptcy proceedings. So what does this mean for people looking to leave their assets to spouses and non-spouses?
Strategies to Reduce the Impact of ObamaCare Taxes
When it comes to avoiding the NII or additional Medicare tax, no one’s recommending that you stash your money under your mattress. Instead, you want to consider not just what investments you own, but where you own them.
Missed Your IRA's RMD Deadline? Here's What to Do
If you are older than 70 and have a traditional IRA, you may have missed an important deadline.
Maybe Boomers Are Better Prepared for Retirement than We Thought
After being endlessly berated about their profligate lifestyle, it turns out that baby boomers might be better prepared for retirement than predicted.
Retirement Planning: All in the Family
We all know to include health-care and living costs in our retirement plans, but we should also be including financial assistance to family members since more of us are writing large checks to family members that could impact our ability to retire.
Where Boomers Should be Investing Now
The 2008 financial crisis hit many baby boomers’ nest eggs hard, but now, five years later, Wall Street is rallying, the housing market has rebounded and the labor market continues its slow pace of recovery. But just because the economic climate has improved, that doesn’t mean saving for and protecting a nest egg becomes any easier.
How to Find Reliable Income for Retirement
When it comes to saving for retirement, starting early is key. But it's just as important to re-evaluate your savings plan to make sure it still fits with your financial picture and the economic climate.
How to Set Expectations When Family Members Move In
Dave Says: It's hard to turn your back on financially-strapped family members, but that doesn't mean you should turn a blind eye to their habits. And how do you know when it's time to convert to a Roth IRA?
Steps Small Business Owners Can Take For Retirement
Baby boomer small business owners are getting closer to retirement. What steps need to taken for a smooth transition when selling a business?
Many ‘Terrified’ Over What Health-Care Costs May Do to Their Nest Eggs
What is one of the biggest fears gripping today’s retirees? Paying for health care in retirement. According to an annual survey conducted by Nationwide, 63 percent of affluent pre-retirees are 'terrified' over what health-care costs will do to their plans for retirement.
Gay Baby Boomers Can Finally Say ‘I Do’
The recent Supreme Court decision on same-sex marriage opens the door to many gay and lesbian baby boomers to finally get to say 'I do,' and enjoy the same legal benefits as married couples.
Single Female Baby Boomers Not Interested in Retirement
Many single female Baby Boomers have no plans of leaving the workforce anytime soon – because they don’t want to. Here’s advice.


















