Are We in the Eye of a Market Storm? Why Retirees May Want to Get Defensive

Are We in the Eye of a Market Storm? Why Retirees May Want to Get Defensive

Should retirees get more defensive with their investments, given the current market atmosphere?

What Is a SEP IRA and How Much Can You Contribute?

What Is a SEP IRA and How Much Can You Contribute?

The Simplified Employee Pension or SEP IRA offers an easy and flexible retirement plan solution for small-businesses owners, especially for those that are sole-proprietor.

Recipe for Retirement Success: Simple Advice, Consistency and Time

Recipe for Retirement Success: Simple Advice, Consistency and Time

Adviser Mark Bordelove relates how one of his clients succeeds through hard work and consistently following a straightforward financial plan.

Reverse Mortgage: Types and Examples

Reverse Mortgage: Types and Examples

You've probably seen them advertised, but what is a reverse mortgage? And can it help you?

How to Use the New Tax Law to Cut Your Tax Bill

How to Use the New Tax Law to Cut Your Tax Bill

Robert Powell outlines opportunities for those saving for retirement to cut their tax bill this year and in years to come.

Banks Charge Stiffer Penalties to Trap Savers in Low-Interest CDs

Banks Charge Stiffer Penalties to Trap Savers in Low-Interest CDs

DepositAccounts.com, which tracks the savings industry, says in a new report that banks are increasing early withdrawal penalties on certificates of deposit, making it harder for savers to exit and reinvest in higher-paying products as interest rates rise.

How Much Can You Contribute to a Roth IRA Plan?

How Much Can You Contribute to a Roth IRA Plan?

Roth IRA plans are tax-friendly long-term savings vehicles. Here's how to use them best.

An Investment Strategy That Reduces the Risk of Black Swans

An Investment Strategy That Reduces the Risk of Black Swans

Two advisers describe how investors can build an efficient portfolio that reduces the risk of damage from black swan events.

How to Position Your Portfolio for Retirement, According to Jim Cramer

How to Position Your Portfolio for Retirement, According to Jim Cramer

Need some tips before you retire? Here's some advice from Jim Cramer.

How to Retire With Zero Taxes? Here's What You Need to Know

How to Retire With Zero Taxes? Here's What You Need to Know

Many retirees faced a tax delayed obligation. A step-by-step guide to understand your potential tax impact.