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Taking on Retirement's New Normal
Over the course of recent decades, we’ve seen a seismic shift in the nature of retirement. People are living longer. On average, a 65-year-old woman has 23 years to live; a 65-year-old man 20 years.1 And those years are often healthy and active... ➡
Agree, Compromise, or Align
At NestWise we talk a lot about what matters most to YOU. But what if YOU are married to or in a relationship with someone who has other ideas about what matters most? Money is so personal and our attitudes are so influenced by how we were raised... ➡
Aiming High
Dear Carrie, What do I need to do to make $20 million by retirement? —A Reader... Dear Reader, Thank you for the provocative question! Even though it may seem far-fetched to many, it also raises some interesting issues for any investor. ➡
Transfer Your Balance, Earn Rewards
From Our Partner You don’t just go with the flow—you question the status quo. That goes for credit cards, too. And Barclaycard Ring is a card unlike any other. Barclaycard Ring is about transparency. There are no annual fees and no balance... ➡
Let’s Talk Money, Honey
From Our Partner Things your partner knows about you: You sometimes chug an energy drink in the morning. You DVR more than one reality show. And you’re not afraid to fight over the last cookie (you’ll win—sorry, snookums). If you’re moving in... ➡
How to Rollover Your 401(k) to an IRA
// Got an old 401(k) and not sure what to do with it? In most cases, the best strategy is to rollover your 401(k) to an IRA or Roth IRA. This way you can have more control and a wider variety of... ➡
Reasons to Rollover Your 401(k)
// So you're leaving, or you've left, a job? What should you do with your 401(k)? In most cases, the best strategy is to rollover your 401(k) to an IRA or Roth IRA. This way you can have more... ➡
Ways to Reduce Taxes on Investments
Overlooking the potential impact taxes can have on investment returns is one of the most common mistakes investors make—especially high-net-worth ones. It can cost you. According to Morningstar, those who didn’t manage investments with taxes in... ➡
