Wed, 18 Jan 2017 11:17:00 -0500Ashton Applewhite, the Next Avenue 2016 Influencer in Aging, discusses how ageism is one of the many ways in which we can unite in a difficult time.
Wed, 18 Jan 2017 09:30:00 -0500Today’s column examines spousal benefits, obtaining records of benefit payments, the effects of incarceration on benefits, how disability benefits affect other benefits and sequencing benefits.
Wed, 18 Jan 2017 09:19:00 -0500Trump's "Insurance for Everybody" Looks Curiously Familiar. Here's what it could look like.
Tue, 17 Jan 2017 14:45:00 -0500Eric Ervin, CEO of Reality Shares, shares top DIVCON stock picks for 2017. See what's under the hood in some of Reality Shares' strategies.
Tue, 17 Jan 2017 13:39:00 -0500This financial adviser offers advice on where to go to get the best, safest returns on savings.
Tue, 17 Jan 2017 13:00:00 -0500There is a lot of advice out there about how to invest your money. But before you invest, you should have a better understanding of how your money works. Understanding the difference between cash, savings, non-qualified and qualified money is a basic fundamental to investing. Learn more now!
Tue, 17 Jan 2017 10:42:00 -0500Bonds can be a valuable tool in any retirement income plan, thanks to their low volatility, but how should you go about incorporating them?
Tue, 17 Jan 2017 10:33:00 -0500You don’t get a do-over when it comes time to retire. That’s why it’s critical to have your retirement plan in place earlier rather than later.
Tue, 17 Jan 2017 10:23:00 -0500Today’s column looks at the potential effects of public pensions, restricted applications, multiple exes and widow(er)'s benefits.
Tue, 17 Jan 2017 09:29:00 -0500A Solo 401(k) plan is an IRS approved retirement plan, which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The “one-participant 401(k) plan” or Individual 401(k) Plan is not a new type of plan. It is a traditional 401(k) plan [...]
Tue, 17 Jan 2017 09:11:00 -0500Chicago-based M1 Finance is betting millennial investors will flock to their simple platform, which allows users to manage investments, and even pick individual stocks, without per-trade fees. M1 is targeting people who want more control than passive investors, but don't need full-service platforms.
Tue, 17 Jan 2017 09:08:00 -0500One of the most important pieces of retirement planning is estimating spending. Here's what you need to know.
Mon, 16 Jan 2017 15:36:00 -0500Eight years into an economic expansion and a bull market, aren't we overdue for a plunge? But economic cycles and rising markets don't die to old age. Here's what to look at, and how to position your investing.
Mon, 16 Jan 2017 10:04:00 -0500Today’s column discusses spousal benefits, disability benefits, obligations regarding filing or not at FRA and filing strategies when one has young children.
Mon, 16 Jan 2017 08:00:00 -0500What's in store for your student loans in the Trump administration?
Mon, 16 Jan 2017 07:00:00 -0500In business, deals don’t always work out and when things aren’t working sometimes it’s time to pivot to plan B.
Sun, 15 Jan 2017 15:37:00 -0500Regent's new luxury liner aims to be the most lavish cruise ship ever to set sail
Sun, 15 Jan 2017 14:06:00 -0500It's common knowledge that actively managed mutual funds seldom beat their market benchmarks. So it makes sense to go for index funds totally. Here are other reasons to do so.
Sun, 15 Jan 2017 09:43:00 -0500Let's face it; aging is tough. Who said it was graceful? Unfortunately, a new study by Fidelity Investments indicates that seniors are having a tough time managing their finances as they age. Luckily, there is something that you can do today! Take the necessary steps to start planning now.
Sat, 14 Jan 2017 19:13:00 -0500Timothy McIntosh is a man after my own heart. The Tampa, Florida-based portfolio manager and financial planner dedicated an entire book -- The Snowball Effect: Using Dividends & Interest Reinvestment To Help You Retire On Time – to expand on one of my very favorite topics: the compounding effects of [...]
Sat, 14 Jan 2017 08:30:00 -0500The best way to understand what will happen to your retirement savings in 2017 is to look at it like a remodeling project
Sat, 14 Jan 2017 05:00:00 -0500The number of self-employed people in the US is far under the 35% figure recently offered, and many of them aren't ready for retirement or illness.
Fri, 13 Jan 2017 17:38:00 -0500Tweedy Browne (Trades, Portfolio) Global Value Fund follows Ben Graham-style investment principles and had low portfolio turnover of 1% in the fourth quarter, it reported Friday. The fund invests primarily in developed non-U.S. stocks from diverse sectors. Stocks are selected based on their discounts from managers’ assessments of their intrinsic worth. [...]
Fri, 13 Jan 2017 16:37:00 -0500Advice on filing your 2016 1040 and saving on taxes in 2017 and beyond.
Fri, 13 Jan 2017 11:40:00 -0500Legendary investor Howard Marks once said about investing in uncertain times, "Move forward, but with caution". The year 2016 would definitely be regarded as a year full of uncertainties and surprises. Events in Britain, Italy and the U.S. created turmoil in the markets, while decisions by the Federal Reserve, the [...]
Fri, 13 Jan 2017 10:02:00 -0500Signing up for Medicare involves a blizzard of deadline dates, types of coverage to choose and other details. Here's how to get this done right.
Fri, 13 Jan 2017 09:30:00 -0500Today’s column explains deeming, why spousal benefits might not be available for all, widow's benefits and sequencing benefits for married couples.
Fri, 13 Jan 2017 08:00:00 -0500Debt collection firms consistently dominate consumer complaints. Here's how you can protect yourself.
Thu, 12 Jan 2017 15:55:00 -0500Retirement savers with unconventional assets in self-directed IRAs and solo 401(k)s face big risks, says a new GAO report.
Thu, 12 Jan 2017 13:11:00 -0500SAGE, a national nonprofit that serves LGBT older adults, trains staff at assisted living centers and nursing homes to be more LGBT-friendly