- The purpose of an HSA account is to have access to pre-tax dollars to pay for medical expenses or...
- Several sources now provide sophisticated online services to help decide when and how to claim...
- Including the lump-sum present value (PV) of all future Social Security benefits plus home equity...
- The traditional rule of thumb is that the percentage of a portfolio in equities should be...
- The financial services community generally believes workers should save enough to replace 75-85% of...
- In 2009, Calpers realized it was paying anywhere from $20,000 to $120,000 within California for...
- The table below shows recommended retirement savings targets as a multiple of annual savings.
- As of October 2013, most jumbo mortgage lenders (loans > $417,000 in most parts of the country and...
- Caregiver Tips By 2030, the elderly population is expected to be larger than young Americans....
- Credit bureaus sell dozens of different credit scores; some are “educational,” designed for...
- A home-equity line of credit allows homeowners to draw on the value of their homes as needed,...
- A taxpayer retiring in 1960 could expect to get back 7x more in benefits than what he paid in, as...
- A large number of people believe Medicare also provides long-term care. What they do not know is...
- A Roth 401(k) is available to anyone whose company offers it; for 2013, 401(k) plan participants...
- A 2013 report by Fidelty Investments estimates that a 65-year-old couple retiring in 2012 would...
- Yields on 10-year U.S. Treasury Bonds have been trending downward for the past 30 years (1983-2012...
- There are a number of variables that can affect your Social Security benefits. Retirees and those...
- Two in five U.S. households own an IRA. In 2006 and 2007, the Treasury Inspector General for Tax...