Latest articles by Adam Shell
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What Is a Living Trust?
A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
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Average Health Care Costs by Age and State: Can You Afford It?
Expect to pay more as you age and in some locations. We've got solutions for how to cover these costs, which can exceed $1,000 per month in your 60s.
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The Rule of $1,000: Is This Retirement Rule Right for You?
The rule of $ 1,000 a month can estimate how much you need to save for retirement. However, there are other guesstimates to use as a starting point.
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The Average IRA Balance by Age
Knowing how your IRA balance compares to your peers could be the nudge you need to save more for retirement.
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Top Four Retirement Withdrawal Strategies to Maximize Your Savings
These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.
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Don't Let a "Clunker" Fund Drag Down Your 401(k)
401(k) lineups are loaded with overpriced, underperforming fund options. Here's how you can dump the clunkers.
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How to Invest as the AI Industry Grows Up
Here’s where to find the winners as artificial intelligence transitions from an emerging technology to an adolescent one.
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The Average 401(k) Balance by Age
How did your 401(k) balance stack up vs peers in the first quarter? If you fell short, use it as motivation to save more.
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This 401(k) Withdrawal Snafu Could Knock Your Portfolio off Course
Few financial advisers have heard of this 401(k) withdrawal issue. Here's how to safeguard your portfolio.
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How to Protect Your 401(k) in a Down Market: Seven Solutions
Seven strategies to safeguard your funds if your 401(k) balance nosedives in a down market.
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Do You Need a Family Office? Four Signs for the Very Wealthy
You may need a family office if you are a high-net-worth individual, because "being wealthy turns a family into a family business."
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Stress Test Your Retirement Plan: Because Life Happens
The higher your stress test score, the more likely your retirement plan will hold steady in a crisis.
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You Could Be a 401(k) Millionaire. Here’s How
Joining the ranks of 401(k) millionaires can be withing your sights with these four strategies.
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Is a 401(k) Worth It? Here Are the Pros and Cons
A 401(k) is worth it for most people, but are you one of them? There are seven pros and four cons to consider.
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How to Open a 401(k): Five Rules to Follow
Whether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps.
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Read This to Understand Corporate Earnings Better
This handy guide will help you understand some of the jargon in corporate earnings reports and why it is important for investors to know.
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Roth 401(k) vs. 401(k): Which Is Right for You?
The Roth 401(k) vs. traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice.
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Are You Rich? The Average Net Worth by Age
Are you beating your peers on average net worth? Get tips from financial advisers on how to grow your wealth over time.
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The Role of the Dollar in Your Retirement: Is It Secure?
Protect your retirement from de-dollarization, because “capital always goes where it is treated best."
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This Stock Market Risk Could Shrink Your Retirement Nest Egg
This little-known risk of a down market can cause lasting damage to your portfolio.
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Create a Family Dynasty for Lasting Security
The super-rich rely on the family dynasty model to pass assets down from generation to generation. Here's how to embrace those strategies.
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401(k) Plans: What You Know Now Could Save You Later
Are 401(k) plans really worth it? Here's how they work and the five advantages of owning a plan. Your older self will thank you for investing in one.
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How to Roll Over a 401(k) Into an IRA
Planning to roll over a 401(k) into an IRA? There are tax and flexibility advantages. But tread carefully.
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Want to Retire With $100K a Year? Here's How Much to Save
What "magic number" will be enough to generate $100K a year in retirement income? We do the math for you.
