Forbes - Retirement

Simple Ways To Slash Your Inheritance Tax Bill

Fri, 23 Jun 2017 11:48:00 -0400

Inheritance tax receipts continue to increase, but there are a host of ways to reduce your exposure.

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How I Stopped 'Awfulizing' Retirement

Fri, 23 Jun 2017 10:00:00 -0400

Jonathan Look took early retirement to see the world. But he was awfulizing retirement before he made the leap to his new life.

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Ask Larry: ​​Which Benefits Can I Get?

Fri, 23 Jun 2017 09:39:00 -0400

Today’s column addresses questions about what benefits might be available, calculating benefits online, coordinating widow's and retirement benefits, filing with a public pension and filing after 70.

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Funnel More Into Your 401(k) And IRA With Catch-Ups

Fri, 23 Jun 2017 08:49:00 -0400

If you’re 50 or older, Uncle Sam offers special tax breaks to help you save more for retirement.

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Student Loan Complaints Skyrocket 325%

Fri, 23 Jun 2017 08:02:00 -0400

If you're having issues with your student loans, you're certainly not alone, according to a new report from the Consumer Financial Protection Bureau.

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Veterans Of All Ages Offered Free Dental Care On Day of Service

Fri, 23 Jun 2017 01:19:00 -0400

More than 450 Aspen Dental practices will provide free dental care for thousands of U.S. veterans. "We expect this to be the largest single-day oral health initiative focused on veterans,” said Dr. Melissa Thompson, a Massachusetts National Guard veteran and Aspen Dental practice owner.

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Cities Must Tackle Longevity Inequality

Thu, 22 Jun 2017 10:00:00 -0400

Although Americans are living longer than in the past, overall, that's not true everywhere. Here's why longevity disparities need to be addressed.

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How Your Summer Vacation May Help Your Retirement

Thu, 22 Jun 2017 10:00:00 -0400

Whether you are putting off that well-deserved vacation or planning for your next upcoming opportunity to disengage from the workforce, here are some ways you can use your vacation time to improve your sense of financial wellness both today and during your retirement years:

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How This Grandma Is Living The Rest Of Her Life On $387,000

Thu, 22 Jun 2017 09:44:00 -0400

A conservative yet savvy grandma in the Midwest raking in more monthly income than my boy, on a modest $387,000 in savings.

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SAPVoice: The Role Of AI In Financial Trading -- It's Not What You Think

Thu, 22 Jun 2017 09:32:00 -0400

The financial industry has been all over Artificial intelligence (AI) supporting front end trading processes, leaving much of the rest of the business in the last century. That won’t be true for much longer if Bikram Singh, Founder & CEO of EZOPS, has his way.

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The 4 Ls Of Retirement Income Planning

Thu, 22 Jun 2017 08:00:00 -0400

Last year, my colleague Alex Murguia and I spent considerable time developing and testing a Retirement Income Optimization (RIO) Map™ for commercial use at McLean Asset Management, where I serve as the Director of Retirement Research.

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One Doctor's Hopeful Plan To Eradicate Alzheimer's

Wed, 21 Jun 2017 16:42:00 -0400

A new drug developed by Neurogeneticist Dr. Rudolph Tanzi could be part of a cure for Alzheimer's disease within the decade. Tanzi, who co-discovered all three early-onset familial Alzheimer’s genes, said he expects doctors to be managing Alzheimer’s like they do heart disease by 2025 if not sooner.

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Proposed Federal Medicaid Caps Will Hurt Seniors. Here's Why

Wed, 21 Jun 2017 10:28:00 -0400

The AHCA will mean deep reductions in federal payments for Medicaid, reduce the program's long-term supports and services for older adults.

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Ask Larry: Can I Get Early Spousal Benefits And Delay Retirement Benefits?

Wed, 21 Jun 2017 09:32:00 -0400

Today’s column addresses early filing, optimizing a filing strategy for a married couple, sequencing benefit filing dates, suspending due to continued earnings and whether it's ever a smart idea to file early.

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Amazon's Real Agenda Behind Whole Foods Bid

Wed, 21 Jun 2017 09:21:00 -0400

Will Amazon blow up the grocery business? Here are 5 ways the industry will change.

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Betsy DeVos Named This Student Loan CEO To Manage Your Student Loans

Wed, 21 Jun 2017 08:02:00 -0400

Education Secretary Betsy DeVos just picked this CEO to run the largest provider of student loans in the nation.

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Why A Comprehensive Financial Plan Should Include A Life Coach

Wed, 21 Jun 2017 07:14:00 -0400

One of the most important roles of a financial advisor is helping clients prepare for retirement, and collaboration with life coaches enhances the total retirement planning experience. While it’s critical to have your financial affairs in order, there's a lot more to think about.

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Retire Rich Like Rockefeller

Wed, 21 Jun 2017 07:00:00 -0400

By utilizing compounding, your portfolio amplifies the growth of your working money and maximizes the earning potential of your investments.

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Retirement Takes More Than Curb Appeal

Tue, 20 Jun 2017 13:04:00 -0400

Retirement may look good from the outside, but it's what's on the inside that matters

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Retirement Planning: Going From Anxiety To Zen

Tue, 20 Jun 2017 11:46:00 -0400

The author of 'Poised for Retirement' talks about what scared her about retirement, how she got over it and retirement planning advice for others

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5 Tactics To Fight The Fed's Interest Rate Hikes

Tue, 20 Jun 2017 11:06:00 -0400

Worried about rising interest rates? Consider trying five tactics for reducing debt and easing the interest rate pain.

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Top 5 Lessons From This Inspiring Teen Who Went From Homeless To Harvard

Tue, 20 Jun 2017 08:32:00 -0400

This teen went from homeless to Harvard. Here are 5 business lessons from his life story.

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Investec Wealth & Investment's 'Click & Invest' Launches For Individuals With £10,000 Plus

Tue, 20 Jun 2017 05:51:00 -0400

Investec Wealth and Investment, part of Investec Group that manages over £150 billion (c.$191bn), has launched online investment service 'Click and Invest'. Targetting individuals in the UK with £10,000 or more to invest it seeks to make investment as “straightforward and transparent” as possible.

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3 Steps To Jump-Start Your Retirement Savings In An Afternoon

Mon, 19 Jun 2017 13:04:00 -0400

Retirement often feels out of reach. Spending an afternoon tackling these three things can help improve your odds of saving enough — and your confidence.

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Ask Larry: ​​​​​​Will I Get The Maximum Benefit At Age 66?

Mon, 19 Jun 2017 10:43:00 -0400

Today’s column takes up the maximum allowable benefit amount, whether SSA notifies potential beneficiaries about estranged exe's deaths, what's covered by the earnings test, and the availability of spousal and divorced spousal benefits.

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Why The Stock Market Can Triple By 2026

Mon, 19 Jun 2017 09:29:00 -0400

Data show that the market moves in cycles of around 17 years up and another 17 years down. The good news: we are near the beginning of an up cycle. If so, the market could triple between now and 2026.

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The Single-Best Retirement Fund Booster

Mon, 19 Jun 2017 09:07:00 -0400

You can make one solid move this year to boost your retirement savings. Here's what you need to know.

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Free Money: Find Your Unclaimed Property In Less Than 5 Minutes

Sun, 18 Jun 2017 11:25:00 -0400

Life is complicated. You may have accounts you've forgotten about. The good news is your missing money is quick and easy to find.

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What The New Fiduciary Rule Won't Do For You

Sun, 18 Jun 2017 10:00:00 -0400

Regardless of its merits, the new fiduciary rule is not a panacea to the challenges of working with a financial advisor for your retirement accounts. Finding one that is legally required to act in your best interest is really just the beginning.

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Think Twice Before Opening A Gold Or Silver IRA

Sun, 18 Jun 2017 08:00:00 -0400

The cable TV and Internet ads suggesting you invest for retirement in a gold or silver IRA look tempting. Here's what they don't say.

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