Only 51% of Pennsylvanians have tried to figure out how much they need to save for retirement—and just 31% are satisfied with their current financial condition.
One way is determining your risk tolerance.
Learn why we use time-weighted return as a reporting metric and see how it gives you an accurate picture of portfolio changes over time.
The cost of medical expenses is rising and thus users across the board (not just 30% of them) could see their premiums rise by some amount.
Many are unknowingly saying, “No thank you”.
Many people believe all they need to do for retirement is defer as much money as they can. This is rarely the case.
Depending on your income and household size, you may qualify for federal tax credits, a combination of credits and subsidies, or Medicaid.
The Three Things That Matter Most in Our Retirement Investment Strategy: Allocation, Allocation, Allocation
The myth that security selection and market timing are keys to investment success may drive many to make poor investment decisions.
Do You Have an Accurate Vision of Retirement? If You Don’t Know Where You Are Going, It’s Going to Be Hard to Get There.
Retirement is not a date on a calendar; it is a journey that begins before our working career ends.
There is a way to get a partial deduction for money that will eventually go to your children. A charitable lead annuity trust gifts money to a charity first, and then passes assets to your beneficiaries.
Income earned by one spouse can be used to fund retirement accounts for both spouses.
A better overall strategy is to invest for total return.
Even if the probability of success for a 4% withdraw rate is less than some thought, it’s still strong when your portfolio is monitored actively.
Thinking of buying a vacation home? Here are some factors to consider before you make your decision.
Don’t overlook these benefits.
And what should you do if you have forgotten to file Form 8606?
Are you ready for retirement?
Becoming a millionaire doesn’t happen on its own: it takes planning and perseverance. Here are some steps you can take to grow your net worth.
Retirees who own their employer’s stock in their 401(k) plan have the potential for huge tax savings using an often-overlooked tax strategy known as net unrealized appreciation (NUA). How does…
Some individuals have excellent records and can project what they will need. Many cannot. Here are two methods for gauging what your spending needs might be in retirement.