Retirement

In Penang, Malaysia, you can live like royalty on a monthly budget of $2,500. gettyFor most people thinking about retirement, either at home or overseas, budget is a key factor. In my more than 30 years of traversing the globe scouting out…

If you can't afford to fully retire, look for ways to feel retired. gettyMany workers reach middle age feeling burned out by the daily grind, and they fantasize about chucking it all and retiring at an early age. The trouble is, for most…

A retiree looks out the window of her room.Getty ImagesRecent articles have noted the excellent economic statistics we are seeing today, many of which are the best in a generation. A recent Atlantic article by Annie Lowry reports: The labor…

This is a real case and the facts are as reported to us by the wife of an elder and her daughters.Wife is 82 and her husband is 81. They have amassed significant wealth, though the husband was always in charge of managing it. But a few…

A retiree looks out the window of her room.Getty ImagesRecent articles have noted the excellent economic statistics we are seeing today, many of which are the best in a generation. The labor market is flourishing, and not just for rich…

With affluent Baby Boomers sitting on loads of cash, intrafamily loans can be a win-win, so long as you pay attention to the tax rules and the paperwork.By Kelly Phillips Erb, Forbes Staff Ever since the Federal Reserve started fighting…

gettyThe earliest most people can apply for Social Security benefits is 62. You can apply for survivor benefits at age 60 and not married. Whenever you apply for Social Security benefits before your full retirement age, those benefits are…

gettyUnderstanding the differences between mutual funds and index funds is fundamental for any investor navigating the diverse landscape of investment options. While both vehicles play critical roles in portfolios, they operate quite…

You don't need to be a patient on Greys Anatomy to get benefits from a Health Savings account. GREYS ... ANATOMY - Good as Hell Amidst the need for more surgeons, Jo tries to convince Bailey to let her switch specialties. Elsewhere, Link…

Saving for retirementgettyIf you think of your 401(k) plan in the context of how to leverage your retirement savings, think about 401(k) matching. Leverage makes your job as an investor ever so much easier, and what can be better than a…