Retirement & Financial Planning Report

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

You need to name beneficiaries for your IRAs, life insurance policies, annuities, trusts, etc. Here’s how to do it: (1) …More

Nursing home costs are extremely expensive — but you haven’t seen anything yet. The national average recently was about $110 …More

You may be surprised to see what your Social Security payments are really worth. Get an estimate of your Social …More

Studying historic data, investment pros have come up with a method of tapping a retirement portfolio: (1) In the first …More

Once parent’s have gotten older and beyond the young children stage it may be tempting to cash out of a …More

Not all mutual funds fit neatly into specific categories. Morningstar considers “value funds” to be those that hold stocks with …More

If you are looking for investment property, consider real estate owned (REO) by a bank that has foreclosed on the …More

Among the various types of insurance policies sold online, auto insurance may be the most suitable for Internet purchases. Auto …More

Congress has suspended the required minimum distribution (RMD) rules for 2009. Generally, you must start RMDs from retirement accounts such …More

The Bernard Madoff case has been in the headlines for alleged securities fraud. Regardless of how that case is resolved, …More

Now that stocks have lost value, you might be thinking of investing your IRA in real estate. If you buy …More

Tax-favored 529 plans come in two varieties: College savings plans allow you to put your money into investment accounts. You …More