Retirement & Financial Planning Report

When parents have more than one child, their natural instinct is to treat each one the same, in their estate …More

Many people retire as early as they can, start Social Security at 62, and then wonder what they’ll do for …More

For most people, term life insurance makes sense. You pay a certain amount for a certain period of time; if …More

Hundreds of companies, based in the U.S. and around the world, offer dividend reinvestment plans (DRIPs). You must be a …More

For the past 10 years (through April 2012), mutual funds investing in emerging markets returned 11.39% a year, on average, …More

Credit scores are used by lenders to decide whether you’ll get a loan or refinance a mortgage. However, the use …More

The formula for college financial aid is complicated but the underlying premise is straightforward. The more assets and income you …More

A report from the Kaiser Family Foundation stresses the importance of having health insurance for both health and financial reasons, …More

Relatives of persons age 65 and older commonly are worried about the finances of those persons and there is good …More

Mutual funds focusing on small companies have lost money over the past 12 months, while funds holding large-company stocks made …More

Social Security Statements are now available at www.socialsecurity.gov. The new online statements provide eligible workers with access to a history …More

If you have a youngster who’ll have a job this summer, make sure he or she is familiar with the …More

Among stock funds, the average expense ratio is 0.79%, according to the Investment Company Institute. That is, for every $10,000 …More

Parents of young children may fear that saving for college will reduce the financial aid their children can receive. However, …More

Since 2000, by the Consumer Price Index has risen a total of 34%, reflecting the overall level of inflation in …More

One of the more difficult choices that federal employees face as they move into retirement is whether to provide for …More

The annual gift tax annual exclusion for 2012 is $13,000; that’s per recipient, not per giver. Suppose, for example, you …More

Message From Medicare The Medicare Board Of Trustees also have released its annual report. The conclusion: The estimated exhaustion date …More

Retirement confidence as measured by the Employee Benefits Research Institute is at an all-time low, with just 14 percent of …More

The Social Security Board of Trustees has released its annual report on the financial health of the Social Security Trust …More

Retirees often think about going south after they retire. However, if your main concern is low taxes, looking west might …More

Selling a home isn’t easy today, in a sluggish real estate market. For many seniors, this slowdown has interrupted their …More

The estate tax laws in effect now are scheduled to expire at year-end. If Congress fails to act, the federal …More

At the end of 2007, so-called target-date funds held about $70 billion in assets. Now, their total assets top $400 …More

Variable annuities have pros and cons * Advantages: You can invest in a variety of investment options and defer the …More

Donating appreciated assets to charity can be a shrewd tactic during your lifetime but such donations are not recommended in …More

This year, federal tax returns are due April 17, not April 15. Even with the extra two days, you may …More

Morningstar’s Ibbotson division has just released its annual report on long-term investment performance. These data, which go back to the …More

When you are making a substantial charitable donation, giving appreciated assets can be a shrewd move. If you give away …More

According to the Insurance Information Institute, the national average auto insurance premium is about $850 per year. If that’s the …More