I have reached my full retirement age (66 plus 8 months) and plan to apply for Social Security this month, but I've seen ...

If you’re like many workers in the U.S., you may have been saving money in a health savings account (HSA) for years, which ...

I’m a huge fan of 529 college savings plans, but perhaps not for the reason you think. You see, I live in a state (Indiana), ...

Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.

A new analysis finds that a diligent saver who leaves the money untouched for decades can accumulate $1 million. But not ...

Some experts recommend saving six times your salary by age 50, but the real answer is more complicated. Here's how to find ...

The average retirement age in the U.S. was 62 in 2023, but that number's been slowly ticking up over time. Rising life ...

She’s extensively covered college affordability and other personal finance issues, including financial literacy, debt, jobs ...

Federal employees who are being laid off have special financial needs, and advisors have a unique opportunity to help.

Savers using a cash ISA could face a double-whammy of interest rate cuts and tax reforms from April. Should you act now?

High-yield savings accounts and CDs were much more profitable in 2024 than in prior years, potentially leaving some taxpayers with a larger tax bill. Experts say there are some ways to defer or offset ...

The financial landscape in 2025 is shaping up to be anything but predictable. With shifting economic policies, lingering ...