Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s...

What employees need to know. Is your employer giving you restricted stock units (RSUs)? Here are some details about RSUs, which differ from stock options in both their nature and taxation. Remember that this article is for illustrative purposes only and not a...

This is happening in subtle and not-so-subtle ways. You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives. In fact, Fidelity...

Retirement can seem distant and abstract, especially if you haven’t critically thought about it. But it is by adopting the right strategy early enough that we can ensure the comfort of our aging days. It is not that difficult to prepare well for retirement, as long as...

As you get closer to retirement, you'll have plenty of consequential decisions to make. One of the most critical decisions is how to turn your assets into retirement income. In this article, we share tips on how you can turn both liquid and illiquid assets into...

Watch Your December Statements. This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern. Many mutual funds in December pay shareholders capital gains distributions that they have...

Do you know the difference? Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs, however, were created as part of the Taxpayer Relief Act in 1997, are owned by nearly 22.5 million...

Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also...

Saving money to fund a comfortable retirement is perhaps the main reason people invest in the first place. Finding the right balance between investment risk and return is critical towards earning regular income after retirement.    In this article, we will be sharing...

Understand the IRS’s calculations and tables. As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1 Under the SECURE Act, once you reach age 72,...