Featured
Invest In Your HSA Today
Aaron Levitt |
For retirement success, using HSA first could be the best strategy for long-term wins.
Featured
Aaron Levitt |
For retirement success, using HSA first could be the best strategy for long-term wins.
Aaron Levitt |
With the bill being tossed around Congress, Americans have another set of powerful tools and provisions to use in order to save for retirement.
Justin Kuepper |
Let's look at a few strategies that you can use to manage inflation and interest rate risk in your retirement portfolio.
Justin Kuepper |
Let's look at how non-savers can catch up, why existing investors should stay the course, and some tips to keep in mind.
Aaron Levitt |
Building on the momentum of the _SECURE Act_, a new bill in Congress may make the job of having lifetime income that much easier.
Aaron Levitt |
While Uncle Sam’s increases on retirement accounts weren’t as lucrative as previous years, they still offer savers the ability to sock away more
Aaron Levitt |
While it shouldn’t be your main driver for retirement investment, a 529 Plan can serve as a complement or bonus account for your retirement efforts.
Daniel Cross |
We’ll go down the list and break down the most common retirement investment vehicles and help you figure out which one is right for you.
Aaron Levitt |
Our retirement accounts now may need to last longer. This creates another set of headaches for investors and constitutes a bigger nest egg.
Wayne Anderman, CFP® MBA |
If we have learned anything over the past couple of years, it is that the foundations of a well-constructed financial plan can save us from ruin when things around us start to crumble.
Aaron Levitt |
Thanks to a variety of factors, the standard gauge for safe withdrawals doesn’t hold water.
Aaron Levitt |
The classic 60/40 portfolio has worked for a long time. Nonetheless, the forces at be have the concept falling flat for the new decade. Investors need to rethink.
Justin Kuepper |
Let's look at the concept of phased retirement and how you can use it to maximize your retirement assets.
Aaron Levitt |
Several asset managers, plan sponsors and fund providers have begun launching new products for retirement plans designed to be turned into streams of income.
Wayne Anderman, CFP® MBA |
Use time in the market and proactivity in financial planning to your advantage.
Justin Kuepper |
Let's take a look at how you can prepare to retire at 62 without risking your financial or emotional health in later years.
Aaron Levitt |
Both traditional and Roth IRA accounts, as well as 401(k) accounts, come with near- and long-term benefits. The question is, how do investors choose which one is right.
Aaron Levitt |
With light being shed on the world of mega-IRAs and the ability for upper income earners to use the account type to avoid taxes, changes are coming to the individual retirement account.
Aaron Levitt |
Retirement planning is hard on its own, but women face a different set of challenges.
Aaron Levitt |
A portfolio line of credit is a great tool for many investors with large gains. By using one, investors have the potential to save on taxes while still enjoying the benefits of their gains.
Aaron Levitt |
By paying taxes today and converting to a Roth account, investors could avoid paying taxes later on and ignore the dreaded required minimum distributions (RMDs).
Aaron Levitt |
For pre-retirees, the concept of Peak 65 is a major looming concern. But it’s one that can be dealt with by implementing careful planning.
Shauvik Haldar |
Check out our list of top performing target-date funds.
Aaron Levitt |
With measures of inflation recently running higher and closer to historic norms, retirees need to be vigilant about the market force.
Justin Kuepper |
Let’s take a look at how the Thrift Savings Plan, designed for government employees, could provide a blueprint for the rest of America and redefine retirement as we know it.
Aaron Levitt |
Despite being a tough nut to crack, the decumulation challenge can be tackled.
Justin Kuepper |
Let’s take a look at some of the best ways for self-employed individuals to save for retirement.
Justin Kuepper |
Let’s take a look at a few key pieces of advice to stop COVID-19 from derailing your retirement savings and income.
Justin Kuepper |
Let’s take a look at the four factors that influence retirement income and how the current market environment is affecting them.
Aaron Levitt |
There’s plenty of tax efficiency and flexibility when it comes to using a regular brokerage account.
Aaron Levitt |
With recent legislation and new rules from the U.S. Department of Labor, liquid alts could be coming to a retirement plan near you.
Aaron Levitt |
With broker-dealers and agents now acting in favor of clients, investors may be more inclined to add annuities to their portfolios.
Justin Kuepper |
Let’s take a look at the safe harbor provision that applies to these plans and how it affects employees.
Justin Kuepper |
Let’s take a look at the benefits that Social Security provides and tips on maximizing your benefits.
Aaron Levitt |
For investors and their advisors, thinking ahead to what Biden may do is just smart planning.
Aaron Levitt |
Thanks to new rules, investors will now start seeing revised income projections on a host of their investment accounts.
Aaron Levitt |
While complex and available in many forms, annuities can provide a steady stream of income payments.
Justin Kuepper |
Let’s take a look at two common mistakes to avoid during a downturn and three steps that you can take to safeguard your retirement portfolio.
Sam Bourgi |
Social Security was facing a major shortfall long before COVID-19, but the pandemic has accelerated the trend.
Justin Kuepper |
Let’s take a look at the impact of the COVID-19 pandemic on target-date funds.
Daniel Cross |
Our latest edition of trending funds series features 3 top performing retirement income funds.
Aaron Levitt |
Dubbed Reg BI, the rules are wide and have huge implications for the financial planning community. Read ahead to know more.
Aaron Levitt |
Dividend stocks have long been a great recession fighter but not all dividend stocks perform well. Read ahead to learn more.
Justin Kuepper |
The SECURE Act was signed into law in December to increase access to tax-advantaged accounts and prevent older Americans from outliving their assets.
Sam Bourgi |
A REIT is a company that owns, operates or finances income-producing real estate.
Daniela Pylypczak-Wasylyszyn |
The basics of an Individual Retirement Account (IRAs).
Michael Flannelly |
We look at education savings accounts, retirement savings accounts, health savings accounts and savings bonds.
Featured Dividend Stocks, ETFs, Funds
$44.57
+1.60%
$11.32 B
471.17%
$210.00
2.16%
-
SGTPY | Stock | ADR
$0.51
-46.87%
$21.26 B
178.80%
$0.91
-90.30%
-
$1.12
-20.00%
$18.17 B
55.15%
$0.62
-92.51%
-
SNPMF | Stock | Common
$0.44
-4.35%
$95.77 B
20.74%
$0.09
-7.61%
-
$38.29
-23.42%
$23.18 B
20.36%
$7.80
-84.11%
-
$26.71
+0.56%
$21.71 B
20.35%
$5.44
-38.03%
-
$46.06
+1.84%
$54.36 B
20.00%
$9.21
-0.97%
-
OROVY | Stock | ADR
$173.40
+0.47%
$21.24 B
19.03%
$33.00
39.00%
-
$21.00
-19.23%
$31.90 B
18.16%
$3.81
-77.24%
-
VIV | Stock | ADR
$8.95
+1.36%
$14.56 B
17.05%
$1.53
3.69%
-
$10.11
+0.20%
$33.49 B
15.49%
$1.57
-83.04%
-
$9.92
-0.60%
$37.16 B
15.28%
$1.52
-12.55%
-
$53.25
-0.89%
$16.32 B
15.02%
$8.00
11.51%
-
$7.67
-0.65%
$34.15 B
14.88%
$1.14
-27.57%
-
$21.34
+0.61%
$10.79 B
14.38%
$3.07
-15.70%
-
$11.03
+1.94%
$54.92 B
13.71%
$1.51
18.22%
-
$6.62
+1.07%
$10.75 B
13.29%
$0.88
-12.76%
-
$3.23
-0.31%
$10.25 B
11.34%
$0.37
-19.65%
-
$4.99
+0.81%
$29.29 B
11.26%
$0.56
-29.52%
-
FUIZF | Stock | ADR
$10.60
0.00%
$15.45 B
11.04%
$1.17
-4.83%
-
$54.38
-0.04%
$78.37 B
11.03%
$6.00
-5.78%
-
SQM | Stock | ADR
$96.08
+3.55%
$24.94 B
10.81%
$10.38
90.52%
-