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In search of tax-friendly states for retirees
For many retirees, retirement is a bit more challenging than they thought. Interest rates have been low, investment returns have been volatile and health-care costs are on the rise. There ... -
Five steps to financial prosperity
After experiencing one of the most challenging financial periods in our nation’s history, Americans have begun to dig themselves out. The unemployment rate is slowly improving and household debt is ... -
401(k) loans cost more than you think
The number of 401(k) participants taking a loan against their retirement plan is on the rise. In fact, according to a survey by Wells Fargo, there was a 28 percent ... -
Signs you may not be ready to retire
Determining the right time to retire is no easy task. With far-reaching financial and emotional effects, the retirement decision is one of the most critical choices that pre-retirees will make. ... -
Tips for new college grads to tackle financial challenges
As college seniors wrap up final exams and prepare for graduation, the realities of life after college begin to set in. From securing a job and addressing student loans to ... -
In search of tax friendly states for retirees
For many retirees, retirement is a bit more challenging than they thought. Interest rates have been low, investment returns have been volatile and health-care costs are on the rise. There ... -
Five last-minute financial moves before 2012 ends
There is still time to take advantage of last-minute financial planning opportunities before 2012 comes to a close. While you will have to act fast, the following year-end strategies could ... -
Opinion: Plan well ahead for retirement needs
It is never too early to begin saving toward your retirement goal. Unfortunately, many people choose to wait until retirement is just around the corner to begin thinking about it. ... -
Stretch IRAs offer survivor and tax benefits
The next pitfall has to do with meeting a deadline. A properly titled account must be set up by Dec. 31 of the year following the date of death of ... -
Roth 401(k) plans give investors more options, potential
Employers have begun to broaden their retirement plan offerings by adding the option of a Roth 401(k) to their traditional plans. The Roth 401(k), first introduced in 2006, is finally ...