Retirement

“When Should I Retire?” Pros and Cons of Different Ages

Before making the decision to retire, make sure you have the financial resources to enjoy your later years.

Retirement

If you're within 10 years of retiring, you and your financial planner should heed these key tips.

Retirement

Here are the key terms and words in the retirement universe.

The Interest-Only Retirement: Can It Be Done?

Spending investment interest in retirement can be a viable strategy, but it won't work for everyone.
Passive Income

A Passive income is earnings derived from a rental property, limited partnership or other enterprise in which a person is ...
How to Use Your HSA for Retirement

Thanks to its unique tax advantages, a Health Savings Account may be the best retirement option you never knew you had.
Protect Your Cryptocurrency From the Tax Man

Investors are banking on a big return on their cryptocurrency investments, but they can lose a lot to the federal government ...
Utilization Fee

Utilization fees are what lenders may charge borrowers, against large outstanding balances on the credit they use.
What is the 'three-legged stool'?

The "three-legged stool" is an old phrase that many financial planners used to describe the three most common sources of ...

Should You Borrow From Your Retirement Plan?

It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.
Journey Through the 6 Stages of Retirement

Financial planning is important, but emotional planning is the key to retiree bliss.
The Interest-Only Retirement: Can It Be Done?

Spending investment interest in retirement can be a viable strategy, but it won't work for everyone.
How to Use Your HSA for Retirement

Thanks to its unique tax advantages, a Health Savings Account may be the best retirement option you never knew you had.
Least Expensive States to Retire In

When it's time to retire, it's worth exploring the least expensive states.
How Financial Planning Is Like Playing Football

Financial planning requires a team for which you are the quarterback.

Aggregate Stop-Loss Insurance

Aggregate stop-loss insurance is an insurance policy that limits claim coverage (losses) to a specific amount.
Underwriting Fees

Underwriting fees are monies collected by underwriters for underwriting services.
Unsolicited Application

An unsolicited application is a request for life insurance coverage that is made by an individual rather than an insurance ...
Credit Insurance

Credit insurance is a type of insurance that pays off one or more existing debts in the event of a death, disability, or ...
Passive Income

A Passive income is earnings derived from a rental property, limited partnership or other enterprise in which a person is ...
Annual Premium Equivalent (APE)

Annual premium equivalent (APE) is a common sales measure technique used by insurance companies in the United Kingdom.

Should You Borrow From Your Retirement Plan?

It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.
The Interest-Only Retirement: Can It Be Done?

Spending investment interest in retirement can be a viable strategy, but it won't work for everyone.
Aggregate Stop-Loss Insurance

Aggregate stop-loss insurance is an insurance policy that limits claim coverage (losses) to a specific amount.
Underwriting Fees

Underwriting fees are monies collected by underwriters for underwriting services.
Unsolicited Application

An unsolicited application is a request for life insurance coverage that is made by an individual rather than an insurance ...
Credit Insurance

Credit insurance is a type of insurance that pays off one or more existing debts in the event of a death, disability, or ...

Hot Definitions

Gross Domestic Product - GDP

GDP is the monetary value of all the finished goods and services produced within a country's borders in a specific time period, ...
Debt/Equity Ratio

The D/E ratio indicates how much debt a company is using to finance its assets relative to the value of shareholders’ equity.
Exchange-Traded Fund (ETF)

A security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange.
Net Present Value - NPV

Net Present Value (NPV) is the difference between the present value of cash inflows and the present value of cash outflows ...
Return On Equity - ROE

The amount of net income returned as a percentage of shareholders equity. Return on equity measures a corporation's profitability ...
Bond

A bond is a fixed income investment in which an investor loans money to an entity (corporate or governmental) that borrows ...

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