Retirement & Financial Planning Report

Some readers had questions about an item in last week’s issue addressing Medicaid’s “spend down” rule. Here’s some more information: …More

In past issues of the Retirement & Financial Planning Report, we mentioned how soothing and rewarding it can be to …More

Retirement & Financial Planning Report now has hundreds of thousands of weekly readers and is continuing to grow at a …More

It’s important to find out where a Certificate of Deposit broker will deposit your money once you’ve decided to buy …More

When you’re purchasing a CD, ask if there are any special features, such as a death benefit that allows a …More

There are two main reasons for investing in foreign stocks: opportunity and diversification. The U.S. share of world market capitalization …More

For a conservative approach to international investing, you might put half of your foreign money in European mutual funds, specifically …More

You need a good executor for your will. Here’s are some reasons why: One of an executor’s roles is to …More

Over a long a time frame, you want the returns you’ll get from stocks, not from bonds. Ibbotson Associates, Chicago, …More

(Editor’s Note: Many of you have asked when it’s the right time for you or your spouse to elect to …More

As the stock market rides it roller coaster, it might to you well to add some less volatile instruments to …More

According to a recent survey, Wyoming is the least taxing place to live, for working people and for retirees. Others …More

There are two main reasons for investing in foreign stocks: opportunity and diversification. The U.S. share of world market capitalization …More

“Junk” bonds rated B or CCC are low-rated, even for junk bonds, but there are bonds out there yielding over …More

Don’t be discouraged by stock market weakness in recent months. The year’s far from over; there’s still plenty of time …More