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Estate Planning Needs to Be on Your Retirement To-Do List

Death is not something people want to talk about. And that is probably one of the reasons so many people do not have an estate plan, or even a will.

09/24/16 - 01:30 PM EDT

Family Offices Start Taking the Look of Financial Sponsors

Tickers in this article: JPM BX KKR CG H CAH

Long the bastion of the fabulously rich, these firms are no longer letting others do their bidding and are instead directly investing in portfolio companies themselves.

09/23/16 - 06:57 AM EDT

Estate Planning Needs to Be on Your Retirement To-Do List

Estate Planning Needs to Be on Your Retirement To-Do List

Death is not something people want to talk about. And that is probably one of the reasons so many people do not have an estate plan, or even a will.

09/24/16 - 01:30 PM EDT

Merrill Lynch's Dwyer Says It's Important for Millennial Investors to Be Disciplined

Merrill Lynch's Dwyer Says It's Important for Millennial Investors to Be Disciplined

Patrick Dwyer says that millennials are likely to live "longer than any generation in history," and that they will need ample resources for retirement.

08/10/16 - 06:53 AM EDT

Is It Ever a Good Idea to Borrow From Your 401(k)?

Is It Ever a Good Idea to Borrow From Your 401(k)?

There is a lot riding on your 401(k) these days. Should you take funds out of your nest egg?

09/18/16 - 12:01 PM EDT

You're Going to Work Well Into Your Retirement

You're Going to Work Well Into Your Retirement

While many retirees will take a job just to stay sharp, a staggering number will need the income just to get by.

09/18/16 - 11:40 AM EDT

Will Your Social Security Check Plummet in 2017?

Will Your Social Security Check Plummet in 2017?

You may have to pay more for Medicare in 2017. Or maybe you won't. Find out what's up here.

09/18/16 - 11:20 AM EDT

Funding IRAs When One Spouse Is Unemployed

Funding IRAs When One Spouse Is Unemployed

Funding an IRA when one spouse is unemployed or taking a sabbatical can occur if the working spouse makes the contribution.

09/17/16 - 01:20 PM EDT

How to Protect Your Retirement and Investments This Election Season

How to Protect Your Retirement and Investments This Election Season

With the U.S. presidential race tightening in its final 60 days, uncertainty is escalating on Wall Street. Experts are recommending a shift away from stocks to high grade bonds.

09/11/16 - 07:40 PM EDT

75% of Americans Expect to Work in Retirement -- 32% Because They Have To

75% of Americans Expect to Work in Retirement -- 32% Because They Have To

One-third of U.S. adults say they'll 'need to work' in retirement, but the future job market might stop them in their tracks.

09/11/16 - 07:20 PM EDT

How to Save for Retirement and Your Kids' Tuition All at Once

How to Save for Retirement and Your Kids' Tuition All at Once

It's a dilemma that parents have had for years, but it has only gotten even more problematic in the age of the 401(k).

09/11/16 - 05:40 PM EDT

Keeping Up With Retirement Planning While Caring for Aging Parents

Keeping Up With Retirement Planning While Caring for Aging Parents

If there's a chance you'll need to help your parents during their retirement, it's important to understand their financial picture and incorporate that into your own retirement planning.

09/04/16 - 10:00 AM EDT

How to Handle Retiring With Debt

How to Handle Retiring With Debt

Reducing debt is a priority among those in their golden years. But having the right strategy can make or break your ability to live an enjoyable life during retirement.

09/03/16 - 12:40 PM EDT

Want to Retire Overseas? How About Taiwan?

Want to Retire Overseas? How About Taiwan?

The east Asian island nation ranks as the top expat destination for its quality of life and healthcare affordability.

09/03/16 - 10:16 AM EDT