Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

Once you cross a significant income threshold, the list of items you can afford to buy expands considerably. You can finally ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

Retirees often realize that once the novelty of free time fades, they need a structure that supports well-being and a sense of identity. This is where many feel least prepared.” — […] ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

From increased retirement contribution limits to tax changes to possible interest rate drops, 8 money pros share what to ...

A man can expect his standard of living to decline by 21% after a gray divorce, generally defined as a marital split after ...

The first step in building a sturdy savings base is knowing exactly what you’re aiming for. Ask yourself how you want to live, where you want to live, and what lifestyle will make your retirement ...

If you're turning 60 in 2026, there are a few important 401(k) rules you need to know, including new contribution limits, tax ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax and investment planning at work. However, hiring a planner has delivered a ...

Even well-prepared retirees face hidden risks—such as market downturns, supporting adult children, and skipping estate planning—that can threaten retirement security.

Building a financial plan without an advisor is increasingly realistic as digital tools replace more Traditional paper-based ...