Cash balance plans offer business owners and high-income professionals a powerful way to significantly boost retirement ...

A broad consensus that markets hate uncertainty more than anything else is being tested on an almost daily basis in 2025.

Hawaii launched its new EV road usage fee in July. Here’s why some states are implementing similar new electric vehicle taxes ...

Many caregivers are drained emotionally as well as financially, leading to depression, burnout and depleted retirement ...

The SSA’s July 3 email announced that the One Big Beautiful Bill Act (signed into law by President Donald Trump on July 4) would essentially eliminate federal income taxes on Social Security benefits ...

Experts agree that while you don't have to spend three figures on your products, some higher-priced items have value.

When retiring early, married couples can use this little-known (and legitimate) strategy to take a six-figure income every ...

Once you've saved for retirement, you'll need your nest egg to support you for as many as 30 years. For that, you need a ...

Rule of Social Security' holds that it's best to be like Ike — Eisenhower, that is. The five-star general knew a thing or two ...

While this sell system is designed to preserve the growth portion of a portfolio, it comes with a downside: Money can be ...

Financial plans based purely on growth, like the 60/40 portfolio, are built for a different era. Today’s retirees need plans ...

Don’t buy trendy new funds. Wall Street tends to trot out funds that suit the market at the moment — red-hot tech funds when ...