Updated Friday, August 22, 2014 as of 1:57 AM ET
Planning for a Cash Windfall
A majority of Cicily Maton's clients come to her when a pile of money falls into their laps. But unusual circumstances create special issues.
More in Client
One advisor’s story of discovering a fundamental truth: Personality fit is crucial to achieve professional success more »
6 things to know about rebalancing; Get these things right in your planning; Creative ways to cut your 401(k) fees more »
Use investors’ habits and mental preconceptions to tailor financial plans that will work well for them individually. more »
Collecting Social Security benefits on your ex-spouse's record; No need to worry about Social Security; How a mini-retirement can rejuvenate your career more »
Trying to woo Hispanic clients? Talk to them about simple, low- or no-risk investment products. more »
Do retirees take the right amount of risk?; An overlooked vehicle for retirement savings; People don't realize they have self-directed brokerage accounts more »
Persistence angle adds to active-passive debate; Best ways to snag a job in retirement; Are you as healthy as your 401(k)? more »
Why your awesome 401(k) is still not as good as cash; Ignore this savings plan at your peril; Will benefits continue to increase if you wait past 70? more »
After listening to advisors pitch their businesses, a panel of investors explained what works. Advisor and consultant Ron Carson shares the most important takeaways. more »
Customize your income-replacement rate; options for required IRA distributions; finding an identity beyond the workplace more »
Many U.S. households are not adequately prepared for retirement, according to a new report from the Federal Reserve that found 31% of non-retired respondents indicating they have no retirement savings or pension, including 19% of those ages 55 to 64. more »
Is the American dream still alive; Social Security earnings test is not a tax; How to manage health care costs more »
Fed policy and your retirement portfolio; Can you file-and-suspend at 62; Unexpected consequences of early retirement more »
The August Issue is now online!


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