Making smart money decisions before and during retirement can help protect your nest egg for years to come.
After you retire, you’ll probably focus more on your health than ever before.
Not educating yourself about which investments may be able to help you pursue your financial goals and how to approach the investing process is a mistake for any saver. Read on to find out how knowledge about your investments creates financial independence.
Delve into this quick read to pick up six basic principles that may help you invest more successfully—from considering different asset allocations to making sense of time horizons and understanding long-term compounding.
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.
An annuity is a contract between you, the purchaser or owner, and an insurance company, the annuity issuer. In its simplest form, you pay money to an annuity issuer, and the issuer pays out the principal and earnings back to you or to a named beneficiary. Life insurance companies first developed annuities to provide income to individuals during their retirement years.
529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition. Much as 401(k) plans changed the world of retirement savings a few decades ago, 529 savings plans have changed the world of education savings.
For some couples, retirement is a breeze; they can enjoy opportunities such as going south in the winter to a second home without worrying about the budget.