Money is fungible — it doesn’t matter whether you receive it as income or capital appreciation. A company’s value shouldn’t ...

Before you decide how much money you're going to withdraw from your retirement savings, map out a budget for how much you ...

Social Security benefits are eligible for an automatic cost-of-living adjustment, or COLA, each year. This doesn't mean that ...

Major stock indexes closed mostly higher Friday to commence the new year of trading, although the Nasdaq's losing streak ...

Looking for high-quality dividend growth? Read more about a 20-stock retirement portfolio targeting a 5.6% yield.

The 4% rule is a common retirement withdrawal strategy. We'll discuss how it works, how it has changed, and its pros and cons ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

As Warren Buffett, the Oracle of Omaha, steps aside after turning Berkshire Hathaway into a $1.1 trillion conglomerate, ...

Baby Boomers (ages 61 to 79 in 2025) held the largest balances, averaging about $599,000, while the Gen X investors (whose oldest members started reaching 60 this year) averaged about $379,000. These ...

OMAHA, Neb. (AP) — Greg Abel faces the challenge of taking over Berkshire Hathaway from the legendary Warren Buffett this ...

Believe it or not, seniors fear running out of cash more than they fear dying. Also, retirees who have constructed a nest egg have valid justifications to be concerned, since the traditional ways to ...