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The Anatomy of and Index

Did you know that more than $7 trillion is assets are benchmarked to the Standard & Poor’s 500 Composite Index,…

Thinking of Retiring Abroad?

Roughly 3.3 million baby boomers are planning to retire abroad. Their motivations may be many, but popular reasons include greater affordability,…

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Economics of Borrowing from Your 401(k)

When times are tough, that pool of dollars sitting in your 401(k) plan account may start to look attractive. But…

Dealing with a Divorce

Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with…

Ways Parents Can Help Their Boomerang Kids

It’s been called the new retirement wild card. But it’s not inflation, health-care costs, or taxes, though those things certainly…

Choosing a Retirement Community

Perhaps you’ve seen ads for a new “over 55” luxury condominium development in your town. Or another winter of shoveling…

Sudden Wealth

What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans,…

What is the importance of a diversified portfolio in retirement?

It’s difficult enough to plan and save right for retirement, given today’s topsy-turvy financial markets. What’s more, it can be…

How Your Savings Account Can Become Your Retirement Redeemer

Many news stories and advisors lately seem to focus investment strategies as a surefire way for people to gain extra…

3 Steps to Prevent and Avoid Fights Over Estates

A death in the family is traumatic and stressful, and something which all affected must come to terms with in…

Realistic Retirement: Leveraging expectations with reality.

Our culture builds a certain degree of optimism around the concept of retirement—people “can’t wait to retire” and it’s a…