Retirement-Income Strategies: Enjoy the Journey and the Destination

Retirement-Income Strategies: Enjoy the Journey and the Destination

This is the first in a series that looks at how advisers create retirement-income plans.

Tip of the Week: What You Must Know About Taxes and Selling Your House

Tip of the Week: What You Must Know About Taxes and Selling Your House

Taxpayers who sell their main home and have a gain from the sale may be able to exclude up to $250,000 from their income or $500,000 on a joint return.

How Technology Is Disrupting Retirement Planning

How Technology Is Disrupting Retirement Planning

No, the robots won't take over your 401(k). But, along with you and your adviser, technology could boost your retirement savings.

Turn an Inherited IRA into a Family Fortune

Turn an Inherited IRA into a Family Fortune

Financial adviser David Dixon explains how to manage inherited IRA money to maximize benefits and minimize taxes.

Here's a Clever Solution to One Tech Stock Fueled Investing Dilemma

Here's a Clever Solution to One Tech Stock Fueled Investing Dilemma

Over exposed to high growth tech stocks such as Facebook? Give this top investing strategy a try.

Ask Bob: Will My Social Security Check Be Smaller if I Retire Early?

Ask Bob: Will My Social Security Check Be Smaller if I Retire Early?

If you retire early, how will that affect the estimated benefits you see on your Social Security statement?

New Investments and Products for Retirement (May 30 2018)

New Investments and Products for Retirement (May 30 2018)

The following are new investments that those saving for or living in retirement might consider for their portfolios.

Target-Date Funds That Use Tactical Reallocation

Target-Date Funds That Use Tactical Reallocation

What you need to know about this tactic that actively adjusts a portfolio's strategic asset allocation based on short-term market forecasts.

Rhode Island Law Would Offer Consumer Protection on Life Insurance

Rhode Island Law Would Offer Consumer Protection on Life Insurance

Rhode Island is a step closer to providing consumer protection designed to inform people about their rights and options when it comes to life insurance policies.

Investing Ideas: Focus on Dividend Growers and Closed-End Funds

Investing Ideas: Focus on Dividend Growers and Closed-End Funds

One adviser says there are three key elements to dividend investing: safe dividend payers, dividend growers and high-yield.