Articles in Retirement

Market Intelligence Center

Don’t let these investing mistakes ruin your retirement

Avoid making these costly investing mistakesHave you found yourself wondering why your investment returns often lag behind those of your friends? Instead of making huge gains over the last... Read >>

Bankrate

Does Obamacare Foster Early Retirement?

By Michael Foster for Bankrate.com While the Affordable Care Act, or Obamacare, remains a controversial topic in the political arena, many Americans are assessing how it might impact their... Read >>

Kiplinger

Be Wary of Advice to Do an IRA Rollover

If you have a 401(k) from a previous job, you've likely been urged to "take control of your retirement savings." The upshot of this ubiquitous Wall Street marketing message To keep... Read >>

Kiplinger

Avoid Rollovers of IRA CDs

It's not unusual for a retiree to own multiple IRA certificates of deposit at once. When one CD matures, the bank will likely close the IRA and hand you a distribution check. You then roll the... Read >>

NerdWallet

Will a Financial Plan Keep Me From Running Out of Money?

By Jeffrey Stoffer , a financial advisor on NerdWallet’s Ask an Advisor . “Will I run out of money before I die?” I wish I could say there was a simple “yes” or “no” answer to that... Read >>

Bankrate

How To Retire Overseas For Less

By Judy Martel for Bankrate.com Worried your retirement dollar won't go far enough? These days, more retirees are deciding to pick up stakes and move to a less expensive locale where they... Read >>

NerdWallet

Are You Too Old for a Roth IRA?

By Johanna Turner , CFP, CPA, a financial advisor on NerdWallet’s Ask an Advisor . If you’re nearing – or in – retirement, have you crossed Roth IRAs off your list of options? By doing so,... Read >>

Bankrate

Retirement Income Education Needed

By Dr. Don Taylor for Bankrate.com I'm a decade away from retirement. But I asked my friends who are retired what they felt was the most important issue facing seniors today. Once they got... Read >>

Kiplinger

How to Budget for Unexpected Costs in Retirement

When you draw up a retirement spending plan, you'll find no shortage of budget worksheets. But they're unlikely to include a line item for the adult child who lost a job and needs a huge cash... Read >>

NerdWallet

How Much Money Is Enough? The Tension between Saving and Spending

By: Steven Podnos, MD CFP , a financial advisor on NerdWallet’s Ask an Advisor . Joe and Beverly Simpson drove home quietly after an initial meeting with a new financial planner. They had... Read >>

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