Articles

Women and Money: Taking Control of Your Finances

As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or

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Four Points to Consider When Setting Retirement Goals

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations to help you get started.

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How Much Annual Income Can Your Retirement Portfolio Provide?

Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio.

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Money Minute: Are You a University Professional Thinking About Retirement?

Are you a professor or university professional thinking about retirement? Your planning process can be unique.   

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Dividend Investing: Small Payments Can Boost Returns

Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases)

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Women and Retirement Planning

Women often face special challenges when planning for retirement. Because their careers may be interrupted more often to care for children or elderly parents, women may spend less time in the

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Money Minute: Advanced Health Care Directives for Young Adults

Advance Health Care Directives are often overlooked for young adults.

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Money Minute: Can You Afford to Retire? Check out These Four Considerations Before Making Your Decision

If you're considering retirement within the next five years or so, you're in the retirement "zone." This is a critical time period during which you'll be faced with a number of important choices,

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How Does Working Affect Social Security Retirement Benefits?

If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social Security retirement benefits while you're still

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College Saving: How Does a 529 Plan Compare to a Roth IRA?

529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for

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