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The Motley Fool July 13, 2009 Dayana Yochim |
4 Ways to Spread Your Risk In order to get some quality Zs, you need a solid asset-allocation plan -- meaning a portfolio with a bunch of investments that don't always move in the same direction. |
The Motley Fool July 13, 2009 Rich Smith |
You're Not Set for Life Think your pension's safe? Think again. If you're nearing retirement, or if you've already retired and depend on your former employer to keep paying your benefits, it's time to ask yourself how much faith you have in management. |
The Motley Fool July 8, 2009 Dan Caplinger |
The Best Fix for the 401(k) Mess The federal employees' perfect retirement plan is already right before your eyes. |
The Motley Fool July 7, 2009 Chuck Saletta |
Don't Even Think About Investing Until ... ... you have the rest of your financial life in order. However, in spite of the recent market meltdown, just take a look at how strongly these titans have performed over the past 25 years. |
Financial Advisor July 2009 Sherri Scordo |
Retirement's Health-Care Bite A recent study reports that a 65-year-old man who retires this year will need between $68,000 and $173,000 in savings to have a fifty-fifty chance of covering health insurance premiums and out-of-pocket costs in retirement. |
Financial Planning July 1, 2009 Gail Buckner |
An Old Friend One of the most important ways advisors can assist their clients in preparing for retirement is by helping them change their mind-set about Social Security. |
Financial Planning July 1, 2009 Ed Slott |
Rare Victory The U.S. Tax Court ruled recently that a 72(t) payment plan was not modified when the IRA holder took an additional distribution for education. This decision may give IRA owners some much-needed flexibility if they need more funds for certain purposes. |
Investment Advisor July 2009 Savita Iyer-Ahrestani |
Crisis Hits Middle-Class Retirees Hard In the last six months of 2008, the financial future of retirees and pre-retirees took a huge blow. |
Investment Advisor July 2009 James J. Green |
More From the Silver Lining Department Here's another silver lining of sorts that's come out of the recession -- at least for advisors and maybe even for the growing ranks of the unemployed. The unemployed are rolling over their 401(k)s. |
Investment Advisor July 2009 Melanie Waddell |
Retirement News A new study of target-date fund investments by the Employee Benefit Research Institute... EBSA once again extends the applicability and effective dates of the final rule on investment advice... |
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