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Surviving A Loss: Smart Steps for Coping With Widowhood

by Karen C. Altfest
If you have recently lost your spouse, you are confronting many changes. Because financial planning at this stage involves both a person's emotional state and financial state, many widows are pushed to make unwise decisions, or to make changes before they are ready. Smart steps for widows to take when the time is right. Read more »

From Theory to Practice: How to Apply MPT Concepts to Your 401(k) Plan

It sounds highly academic and theoretical, but Modern Portfolio Theory is the accepted approach to investment management today. Fortunately, you don't need a Ph.D. to benefit from its implications. A four-step approach to managing your 401(k) portfolio. Read more »

Lifestyle Changes: Misconceptions About Life in Retirement

by Michael E. Leonetti
Debunking the myths of retirement. Retirement planning: Misconceptions About Life in Retirement. Read more »

Reach Your Retirement Goals By Following 10 Basic Axioms

These principles provide the critical cornerstone for making decisions. Read more »

Retiree Stock Allocation Recommendations: Do You Fit the "Mold"?

by William Reichenstein
A look at where the professional advisors agree and disagree concerning the "typical" investor. Read more »

Retiree Stock Allocation Recommendations: Do You Fit the "Mold"?

A look at where the professional advisors agree and disagree concerning the "typical" investor. Read more »

Strategies for Married Couples: How to Coordinate Your Plans

Most people think of their 401(k) plans allocations in isolation. But for married couples, it may be better to "marry" your allocation strategies as well. A look at the coordinated approach to retirement investing. Read more »

The 10 Myths of Retirement Planning

Many individuals view retirement through rose-colored glasses. But retirement planning requires a clear-eyed analysis of future needs. A look at the most common retirement myths and how you can bring reality into focus. Read more »

Your Company's Stock: A Good or Bad Bet for Your 401(k)?

Many individuals get the opportunity to invest in their company stock—often at a good price. But is it a good idea to put your 401(k) money in company stock? There can be some advantages, but there are also some disadvantages to be aware of—particularly if you go overboard and hold too much. Read more »

Retirement Goals: 10 Personal Finance Axioms

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