The biggest retirement risk isn't dying young—it's outliving your money in your 80s.

Planning for retirement can feel overwhelming enough without worrying about accidentally breaking the law. Yet many ...

Age 59 is a financial milestone as it marks the transition between retirement saving and strategizing distributions.

This aggressive retirement strategy was pioneered in the 1990s but is evolving into a less rigid way of living and saving ...

It's important to get the scoop on this often-misunderstood aspect of the program.

As an individual taxpayer, if you are a risk taker, do not mind earning market-linked returns, and are filing tax under the ...

Reverse mortgages, home equity loans, and HELOCs are all ways homeowners can tap into the value of their homes for cash.  That means the financing for these loans is secured by the home, so rates are ...

Financial planner suggests Celina should take into account inflation risk, tax planning and her family’s long-term legacy ...

Nearly all investors can benefit from the deferral of paying income tax. The concept behind deferral is related to the time ...

After losing everything to an investment scam in their late 50s, Lori and Scott rebuilt their finances with discipline and a 10-year recovery plan.