Tag: Retirement planning
401(k) plans may not last long enough in retirement
Elena Kurkutova | Istock | Getty ImagesOlder Americans may have a number of different goals with their retirement savings. But usually their main goal [...]
Behind on retirement saving? A bad market can be a good time to invest
Small business owners are among the Americans most likely to fall behind on saving for retirement. Investing back into a business is more often a prio [...]
Here’s the best way to use a health savings account
The Good Brigade | Digitalvision | Getty ImagesHealth savings accounts can be a powerful way to build wealth and prepare for medical costs in old age [...]
Here’s why inflation may be less costly for some retirees
A shopper at a San Francisco grocery store on May 2, 2022.David Paul Morris | Bloomberg | Getty ImagesInflation is a growing concern as Americans spen [...]
Your new ‘retirement’ home could be a cruise ship
Jeff Farschman, 72, is a serial cruiser from Delaware who spends months at sea in retirement.Jeff FarschmanFor nearly two decades, Jeff Farschman, 72, [...]
Worried about a recession? Here’s how to prepare your portfolio
FG Trade | iStock | Getty ImagesMore from FA Playbook:Here's a look at other stories impacting the financial advisor business."We all understand that [...]
Money decisions by women will shape the future for the U.S.
The rising economic power of women in this country is one of the most significant financial shifts of recent decades. The bottom line: Women are gener [...]
I bonds to deliver a record 9.62% interest for the next six months
Marko Geber | DigitalVision | Getty ImagesIf you're eyeing ways to fight swelling prices, I bonds, an inflation-protected and nearly risk-free asset, [...]
Most Americans still feel optimistic about retirement, survey finds
Ipggutenbergukltd | Istock | Getty ImagesDespite the pandemic, most Americans still feel optimistic about a comfortable retirement, but inflation is t [...]
These are the best and worst U.S. places to die, report shows
Your end-of-life experience may be very different depending on where you live, according to a Policygenius report that ranks the country's best and wo [...]
Worried about rising inflation? Nearly risk free I bonds may soon pay 9.62%
Eakgrunge | Istock | Getty ImagesLess risk often means lower returns. But that's not the case with I bonds, an inflation-protected and government-back [...]
Americans are pausing investments because of the Russia-Ukraine war
The ongoing Russia-Ukraine war is degrading Americans' financial outlook, sparking the desire to save more and postpone investing, according to a surv [...]
Considering a Roth IRA conversion? Here’s how to reduce the tax bite
If you're considering a Roth conversion, your timing and yearly planning can significantly reduce the tax bite, financial experts say. The popular ret [...]
How couples choose to handle money
DusanManic | iStock | Getty ImagesWhen it comes to handling money, couples have a choice: combine all of their accounts, keep them entirely separate o [...]
Ranks of these investors are poised for fast growth in coming decade
Prasit photo | Moment | Getty ImagesThe U.S. wealth management industry is poised to grow by about 5% annually over the next five years, while certain [...]