All investments have a level of risk, but Morningstar rates this fund as high risk relative to its category. Because this fund has a heavier concentration in stocks than other target-date funds, it ...

Fidelity Freedom Retirement Fund has an expense ratio of 0.24 percent. As with other retirement income products, this fund is not a guaranteed source of income.

F inancial services firm Morningstar has launched a new benchmark — which it says is the first of its kind — that tracks 100 ...

Traditional tax-deferred account types is where the RMD will apply. The notable exception is anything with a Roth tag applied to it. The age for RMDs had been stuck at 70 and a half for many years. It ...

Morningstar’s 2025 HSA Landscape Report finds that while account quality has improved and fees have fallen, most participants still use HSAs primarily as a spending vehicle rather than a long-term ...

Warren Buffett famously said, “Investing is simple, but not easy.” And unsurprisingly, he's spot on—while investing is just a math problem, it’s not one most people are equipped to solve. Take the ...

Investors have to decide how much to withdraw, and are caught between the fear of outliving their funds or delaying joy too ...

Continuing care retirement communities offer lifestyle benefits and access to a full spectrum of potential care needs later in life, but the costs can be steep.