NYC Startup Changing The Way People Are Retiring
74% of Americans are behind on retirement planning. This startup's award-winning free tool matches you with fiduciary financial advisors near you.
What Is a Fiduciary Financial Advisor? - SmartAsset
Fiduciary financial advisors act in clients' best interests and disclose conflicts of interest. Here's the definition of fiduciary and why it's important.
What Is an Indexed Annuity? | SmartAsset.com
An indexed annuity is a product designed for savers who want to preserve their principal while earning market-like returns. But is it too good to be true?
Betterment vs. FutureAdvisor: Which Robo-Advisor Is Best For You? - SmartAsset
In the Betterment vs. FutureAdvisor match-up, you'll find two attractive robo-advisors. Here, we compare their services, products and fees...
What Is a Deferred Annuity? | SmartAsset.com
A deferred annuity is a form of annuity with two phases, one where you invest money and a second where you can receive payments. Read more in this guide...
403(b) Contribution Limits 2018 | SmartAsset.com
If you have a 403(b), you are subject to the 403(b) contribution limits like any other retirement plan. In this guide, we discuss the 2018 limits.
What Are 529 Plan Rules? - SmartAsset
529 college savings plans offer tax breaks and benefits. Here we explain the 529 plan rules to help you best strategize your education investment fund.
The Top 10 Cities for a Worktirement – 2018 Edition - SmartAsset
For the third year in a row SmartAsset analyzed data to find the best cities for a worktirement. Cities that ranked well include Billings, Montana and
Testamentary Trust: Everything You Need to Know - SmartAsset
A testamentary trust is a type of trust created in a last will and testament which provides for the distribution of an estate into the established trust.
Thrift Savings Plans: What You Should Know - SmartAsset
A Thrift Savings Plan, or TSP, is a retirement savings plan for federal employees. Learn everything there is to know with our guide.
401(k) Fees: Everything You Need to Know - SmartAsset
401(k) fees can be complicated – and expensive. Our guide helps 401(k) holders understand 401(k) fees, and how they affect their retirement savings...
What Is a Living Will? - SmartAsset
A living will is a written statement explaining a person’s wishes for their medical treatment in cases where they are no longer able to provide consent.
Is Discretionary Investment Management Right for You? - SmartAsset
Discretionary investment management is a type of investing where a wealth manager handles all the day-to-day decision making with your investments...
Defined Contribution Plans: What Are They? - SmartAsset
A defined contribution plan is a retirement plan where people make periodic, tax-deferred contributions. In this guide, we explore examples of defined...
CPA vs. CFP: Which Is Right for You - SmartAsset
A CPA and CFP are both common financial professionals. CPAs work with taxes and accounting while CFPs tend to work with clients on financial plans...
Revocable Living Trusts: What They Are and How They Work - SmartAsset
A revocable living trust offers grantors flexibility that other trusts do not. They also provide benefits like more privacy, and a simpler process for...