Articles

Remember when taxes were something you began worrying about on April 1st? The good ol’ days. That’s okay. As the tax code has changed, you simply …

Are you over 50? If so, how much risk do you have in your portfolio? This is, of course, a key question for anyone nearing (or in) retirement. But …

Reader’s Question: My husband and I are both in our late-50s. We steadily contribute to our 401(k)s, but other than the equity in our home, we have …

You don’t have a 401(k)? About 55 million people are currently contributing to a 401(k). This adds up to over $5 trillion (which is 59% of all …

It’s no simple task to accurately calculate your retirement income needs all on your own. Sure, there are people who endorse something called the 4% …

Q: You often hear that you should rebalance your portfolio. I’m 56 and recently inherited a substantial sum of money, but I’ve never invested before. …

If you had to choose a single photo that represented what retirement means to you, what would your image be? These days, it’s difficult to narrow an …

5 things savvy participants should do. Nationwide, there are over 50 million people participating in a 401(k) plan. [1] Does that include you? We …

Reader’s Question: After nearly 30 years, my 59-year old wife’s employer laid her off. I’m 61, and, because of a car accident, have been on …

Are you chasing dividends? I recently reviewed the investment allocation of someone whose broker had passed away. Almost all of the stocks she owned …