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Oct 18, 2018

Why Are Retirees Investing in the Stock Market?

retirees on sofa Retirees have a unique perspective that has made them the one generation to increase their stock holdings over the last 10 years.

Apr 03, 2017

Changing Jobs? Be Aware of These 401(k) Rollover Pitfalls!

401(k) rollovers have its share of drawbacks. If you have changed jobs and are wondering what to do with your retirement account consider these factors

Oct 05, 2018

What's a 702(j)? It's Not a Retirement Account

what is a 702(j) account written on a sticky note Explanation of a 702(j) account or 7702 plan. The 702(j) is an expensive life insurance policy and not a retirement plan, despite being advertised that way.

Sep 01, 2017

Life Preserver

Life Preserver is Living Out Your Retirement Is living out your retirement aboard a cruise ship financially viable — or even smart?

Oct 17, 2018

Be Careful Which Investments You Put Into Your 403(b) Plan

403(b) Plan Consider all your options with a 403(b) before you invest or you it might end up costing you a lot in excess fees.

Oct 29, 2018

Q&A: Social Security Taxes

social security card Everybody pays social security taxes, but not everybody pays an equal amount - and here's why.

Oct 05, 2018

Q&A: Can Spouses Combine 401(k) Accounts?

spouses combine accounts Can spouses combine their 401(k) accounts? Plan your retirement with Edelman Financial Engines.

Oct 31, 2018

Q&A: Charitable Remainder Trusts

Couple meets with financial planner A charitable remainder trust has tax benefits and let's you donate assets where you want. Here's what you need to know about them.

Oct 29, 2018

Q&A: What to Do With Your Required Minimum Distribution

couple with financial planner A required minimum distribution can be used in many different way, but how you use it depends on your financial goals.

Oct 25, 2018

Q&A: Competing Financial Goals

How to prioritize competing financial goals and why saving for retirement is more important than investing in a 529 if you have to choose.