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The Social Security fix no one is talking about What if the traditional wisdom on how to fix Social Security no longer holds?

The Most Important Retirement Decision For Pre-Retirees Shift your decisions from saving for retirement to living in retirement, and focus on the retirement decisions with the most impact.

Here to Help: How to Tell an Older Person It’s Time to Stop Driving Decisions about when an older person should stop driving are often agonizing. They can rock the driver’s sense of independence and identity, and add to the responsibilities that many family caregivers shoulder. “It’s a major, major loss for older people,” said Lauren Massimo, an assistant pr...

GenNext, Workers 18-34, Are Riding Pogo Sticks Into Retirement Younger Millennials and Gen Z are GenNext. They are tossing career ladders and riding pogo sticks reshaping work and navigating an uncertain path into retirement.

Hash Out the Inheritance Now, or Fight Your Family Later The toughest part of estate planning isn’t writing the will, but talking about it openly with the family.

Touchdown Tactics: Winning Strategies In Football And Finance When considering the mechanics of football, it’s not uncommon to draw parallels between the dynamics of the game and the principles of proper financial planning.

Don’t Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time. Don't commit this easy-to-make tax faux pas, because it could cost your family a lot of money.

3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance.

Investors Are Growing Wary. 6 Rules for a Nervous Stock Market. Show me, don't tell me—it's the new mantra for the stock markets. The recent price volatility, which saw market-leading stocks tumble, has changed investor sentiment just as earnings season is accelerating and putting a question mark over stock valuations.

Powell Dials Back Expectations on Rate Cuts Federal Reserve Chair Jerome Powell said firm inflation had introduced new uncertainty over whether the central bank would be able to lower rates this year.

Are your 2024 goals lagging? Time to try a Personal Strategy Map It is April and the first quarter of 2024 is behind us, so there is a good chance your well-intentioned resolutions for life and money are failing. Which means it is a great time to try a Personal Strategy Map.

Stay Put or Pay Up: Home Buyers Lose Hope for Lower Rates Housing market affordability isn’t getting any better, with inflation keeping mortgage costs high

The New Magic Number for Retirement Is $1.46 Million. Here’s What It Tells Us. The stock market gave 401(k)s a 19% boost last year. Inflation cooled. Still, lots of people feel no closer to hitting their magic number for retirement.

‘FOMO’ Is Dead. Welcome to the ‘OMO’ Stock Market. Fear of missing out’ has been replaced by ‘OK missing out.’ Why it’s time to sit back and wait for the stock market to do its thing.

What’s Wrong With the Economy? It’s You, Not the Data Many Americans believe that the economy and their finances are worse than they really are.

Those Billion-Dollar Lottery ‘Jackpots’ Aren’t Even Half That Big Lottery fever is rising again in the United States. But buyer beware. The advertised jackpots aren’t nearly as big as they look.

Tax Day Is Over. Here’s 4 Things To Do After Filing Your Returns Planning does not end after Tax Day. Explore four essential steps to ensure financial health after filing your returns.

10 Factors That Affect Life Insurance Premiums Understanding factors that affect life insurance will help you understand the quotes you’re getting. Some factors you can’t do anything about, like your age. But you may be able to improve other factors and get lower life insurance quotes.

How Higher Interest Rates Change Tax And Estate Planning Strategies Higher interest rates make some strategies more advantageous than a few years ago, while others have lower benefits.

Is Having a Smartphone a Requirement in 2024? For More and More People, the Answer is Yes

Are You Fit for Your Age? Test Yourself With These Exercises Measuring your cardiovascular fitness, strength and balance can give a read on how well you’re aging.

The Fed’s Conundrum: Interest Rates Are Both Too High—and Too Low Short-term rates are sharply higher. Long-term rates are steadier. What’s a central bank to do?

3 Ways The Late Daniel Kahneman Has Improved Your Life (Whether You Know It Or Not) There are people who change your life because of their proximity to you and yours—and then there are those who change your life without you even knowing they exist. Regardless of which of those categories Daniel Kahneman fits into for you, he’s changed your life.

Capital-Gains Tax: What to Know and Rates for 2024 Learn how capital-gains tax rates work, depending on your income

10 things turning 100 in 2024, from Band-Aids to Popsicles The year 2024 marks the 100th anniversary of famous events, brands, and inventions that have become everyday staples. Here are 10 things turning 100 in 2024.

How to Put Your Tax Refund to Work—the Smart Way By using your refund to pay off credit-card debt or fund a Roth IRA, you can make a difference in your finances.

Hidden Hospital Fees Cost Patients Hundreds of Dollars Unsuspecting patients are finding themselves at the mercy of institutions tacking on the bills.

Don't Let Your Retirement Account Trick You Into Retiring During a Stock Rally The stock market is up. The chances of a recession soon look slim. And the number of retirement plan millionaires has surged close to a record. It’s enough to make anyone on the tail end of a long — and maybe even not so long — career take a look around and think: Is now the time to retire?

Bull Market Guide: The Different Phases And How To Invest During One You've seen the headlines: Investing pundits say a new bull market is here. Read on to learn what a bull market is and how you can safely maximize your returns when stocks are on the rise.

Budgeting Tips for Gen Z as Cost of Living Eats Into Savings While some traditional financial guidelines seem impossible to follow, advisers offer ways to control expenses and build savings.