Retirement & Financial Planning Report

When you sell a stock at price lower than what you paid for it, you usually can take a capital …More

How large a portfolio will you need to provide an income that starts at say, $60,000 per year and gradually …More

When you buy or sell stocks, you can choose between two types of orders: Market orders obligate you to buy …More

Before investing in a startup business, here’s what to look for: A business plan. The projected results should be based …More

Throughout 2001, the Federal Reserve has been cutting interest rates in an effort to stimulate the economy. Long-term, those cuts …More

You should pay just as much attention to a company’s fundamentals after you purchase a stock as you do beforehand. …More

Mutual fund investors can find one-stop shopping at several fund “supermarkets.” You can invest in various funds, from different companies, …More

Cash value life insurance can double as a retirement plan. Suppose you buy a variable life insurance policy with a …More

As your parents age, try to establish a regular communications process. Have them check in every couple of days, even …More

Thousands of federal employees and members of our military community have already signed up for a comprehensive federal job search …More

Constant re-balancing can help your portfolio stay on track. Suppose your basic asset allocation calls for investing 60% in stocks …More

Are your elderly parents beginning to show signs of mental deterioration? If so, make certain that their financial documents are …More

It doesn’t make sense to give away securities selling at a loss. Instead, you should sell the securities, taking the …More

Before you make such an important commitment and sign up for a retirement community, do your homework. Check the books. …More

If you have assets you want to pass on to your children, free of gift and estate tax, consider a …More

Don’t expect your spending to drop after you retire. It’s true that you won’t spend as much on some items, …More

The average foreign stock fund lost more than 11% for the year 2001, through May. At that point, the category …More

In 2001, required IRA distributions follow new rules. The new rules are also available for distributions from pension plans, but …More

This issue of Retirement & Financial Planning Report is sponsored by CNW. Now you can get broadband DSL-Like Speed over …More

To bolster the economy, the Federal Reserve has lowered short-term interest rates 250 basis points (2.5 percentage points) since the …More

Life insurance enjoys several major tax benefits: Tax-free investment income. Permanent life policies (whole life, universal life, variable life) include …More

If you’re planning on retiring early, don’t forget that you’ll need health insurance because Medicare coverage won’t begin until age …More

If you want to invest in a stock fund that goes beyond the borders of the United States, keep some …More

Now that the Economic Growth & Tax Relief Act has been signed into law, we can peek behind the headlines …More

Reserve your copy by phone before July 1 and get over 20% off. Call Now: 888-333-9335. (You must press 2 …More

Indexing has become an increasingly popular investment strategy in recent years. If you invest in an index fund you’ll get …More

There are retirement living communities that offer a range of independent living, assisted living, and custodial care. Generally, people move …More

Chances are that your aging parent or parents prefer staying at home than moving into an institution. In such cases …More

A catch, with all fixed annuities, is that the tax deferral works only if you don’t need current income. But …More

Before you invest in a foreign stock fund, here are some questions to ask: Does the fund invest in emerging …More