Retirement Planning

Make retirement planning one of your New year resolutions! Plan to convert your traditional IRA to Roth IRA because there is no income limit for Roth conversions now.

Jan 4, 2010 - Swapna Antony

Smoking for decades can cost more than $250,000. What would that be worth invested instead of inhaled?

Jan 4, 2010 - Christopher Pascale

About 40% of U.S. clients made significant lifestyle changes relating to retirement planning, according to the Financial Planning Association.

Dec 30, 2009 - Louise Harris

Workers approaching retirement - or even just thinking about it - should carefully consider the long-term care, health, and life insurance needs the decision will incur.

Dec 29, 2009 - James Brumley

Retirement is a dream for some and a nightmare for others. Preparing to be financially secure once retired is the key to enjoying the golden years.

Dec 28, 2009 - Crystal Marie

Retiring isn't a one-step process done because an eligible employee decides to stop working. Specific steps should be worked through to ensure maximum retirement income.

Dec 20, 2009 - James Brumley

With dwindling nest eggs, Americans and Canadians must rethink early retirement plans. However, retiring in Oaxaca, Mexico, breathes new life into the old ideal.

Dec 13, 2009 - Alvin Starkman

Preparing a budget is often a stumbling block in financial planning. Yet the1040 federal income tax filing already tells how much is spent in a year.

Dec 10, 2009 - Alan Simpson

Simply guessing about retirement income needs is a plan for disaster. Investors who want to save enough for their golden years should use a few powerful but simple tools.

Dec 8, 2009 - James Brumley

For many retirees, retirement does not mean leaving the workforce, but engaging it in a more fulfilling way by operating a small business concern.

Dec 6, 2009 - Vanessa Cross

The ideal approach to retirement savings is a long-term one, but life can throw out situations that for various reasons upset the best attempts at saving for retirement.

Dec 5, 2009 - Natalia Jones

Great retirement gifts offer the newly retired both immediate joy and a new direction for their free time. Gifts for retirement can also help meet new financial needs.

Dec 3, 2009 - Mark Solomon

If homeowners are seeking a reverse home mortgage, an FHA loan maybe the best option. Find out the qualifications and guidelines for a FHA reverse home mortgage.

Nov 29, 2009 - James Clausen

What is a reverse home mortgage? How does a reverse mortgage differ from a refinance? What are the advantages and disadvantages of using home equity as income?

Nov 28, 2009 - James Clausen

Estate planning is seeing the reemergence of the age old custom of drafting ethical wills. The ethical will is a testament of values and instructions to loved ones.

Nov 25, 2009 - Vanessa Cross