Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

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The retirement age is between 65 to 67 years old, according to the Social Security Administration. Knowing when to retire, however, is not an overnight decision. Planning allows you to have a ...

When it comes to portfolio and financial plan maintenance, I believe that a good once-annual review is plenty, providing the opportunity to rebalance, attend to tax matters like tax-loss selling and ...

While you might equate open enrollment with health insurance, it’s also a good time to tinker with other employee benefits such as those affecting your retirement. Every year, typically in the fall, ...

The final six months before retirement are some of the most important. During this window, you'll want to fine-tune your income plan. This means you should assess your tax exposure, make sure your ...

Whether you’re planning to spend your golden years sunbathing on the beach with a book, traveling the world or spending more time with loved ones, you’ve likely thought about the cost of retirement.

Before handing in your resignation letter, it’s important to consider the core aspects of a successful retirement. Below is a “retirement readiness checklist” to assess whether you are ready to retire ...

In 2015 we have been looking at retirement plan issues for various life stages. In this article: a checklist for those who have decided to do a rollover from a company plan to an IRA. Caution: If your ...

Many Americans dream of retiring early — and with the right planning, they can make it a reality. While retiring before the traditional age of 65 isn’t easy, it’s certainly possible with a disciplined ...

Planning for retirement can feel a bit like carefully threading a needle. You want to stop working young enough to enjoy your retirement while also stopping late enough that you don’t end up in a ...

Small companies often have a family-like feel. Employers want to ensure their workers have a plan in place for retirement and long-term financial planning. Small businesses can offer a 401(k) plan or ...