Understanding Your Risk Tolerance
The recent success of Chinese megacompany Alibaba’s IPO (Initial Public Offering) has sparked many investors’ interest. But before jumping in with both feet and opening your checkbook, there are many […]
Women, Longevity Risk and Retirement Saving
Will you live to be 100? If you’re a woman, your odds of becoming a centenarian are seemingly better than those of men. In the 2010 U.S. Census, over 80% […]
3 Reasons to Wait Until You Retire to Make a Roth IRA Conversion
One of the most commonly asked Roth IRA questions is: “Should I make a Roth conversion?” While Roth conversions can make sense at any age, depending on your particular circumstances, […]
Asset Location and Timing to Reduce Taxes in Retirement
Location, location, location. It matters when it comes to real estate, and it also matters when it comes to the way you hold and invest your retirement savings. You can’t control […]
Should You Apply For Social Security Now or Later?
When it comes to the question of Social Security income, the choice looms large. Should you apply now to get earlier payments? Or wait for a few years to get […]
Retirement and Your Budget: Credits and Debits
Just like any major life event, retirement brings about a lot of unexpected changes. Many of these changes will be in lifestyle, hobbies, or location, but the most worrisome for […]
Obamacare and the Cost of a Healthy Retirement
Ever since the 2008 presidential elections, America has been in a whirlwind of discussions over our healthcare system. Any American that has paid attention has had healthcare in the forefront […]
Planning for New and Impending Social Security Changes
From middle-aged wage earners to current retirees, just about everyone is eager to know what they can expect of Social Security in the coming years. People are living longer lives […]
Fast Forward: How Retirement Is Changing
Predicting the future is not an easy task, particularly in a world that’s begun changing more and more rapidly with every passing day. Unfortunately a lot of people on all sides […]