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Even if you consider yourself a conservative investor, remember that stocks historically have provided higher long-term total returns than c

Did you know that more than $11.2 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $4.6 trillion

Combining taxable IRA and retirement plan income with Social Security income in the same year triggers the torpedo, causing retirees’ effect

Retirees facing the prospect of depleting their retirement savings to pay for long-term care, consider whether a Medicaid Compliant Annuity

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very li

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time t

While the financial situation of military personnel and their families mirrors the general population in many respects, heavy indebtedness a

The idea behind asset allocation is to offset any losses from one class with gains in another, and thus, reduce the overall risk of the port

Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial......

The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

Even though Americans usually keep about 7% to 8% of their income in savings, that rate increased to more than 33% due to the pandemic.

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

This FREE eBook focuses on 3 sections that will help you assess your current investment situation based on where you are: More than 10 years

According to a Genworth study, Americans are unprepared for the skyrocketing cost of long-term care, and expect the government to cover it.

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there

For retirement savers wanting more growth potential than what CDs and other fixed-interest assets might offer, fixed index annuities can be