"I have approximately $565,000 in an IRA, $250,000 in a Roth IRA, $435,000 in a brokerage account, and $189,000 in a 4.3% high-yield savings account." (Photo subject is a model.) I had a career as an ...

NXG Cushing Midstream Energy Fund offers diversified midstream sector exposure, delivering a 12.33% yield. Read why I ...

While most people associate 529 money with college tuition, the plans can cover much more. "Educational supplies, like ...

Financial expert Alonso Rodriguez Segarra breaks down when it makes sense to pay off your mortgage early — and when your ...

Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave ...

Being advised to max out your 401(k) is Personal Finance 101. But is that universally solid guidance? Tax-sheltered retirement plans offer the convenience of automatic investments and tax breaks — ...

The ISK is a Swedish government-approved, tax-advantaged investment account designed to simplify the process of saving and investing. With Interactive Brokers’ ISK, individual investors can: “The ...

Rebalancing your portfolio is one of those quiet but important investing tasks. When this act is done in a taxable investment account, the challenge is doing it without racking up a hefty tax bill.

The saying goes, "A physician who treats himself has a fool for a patient." Could the same warning apply to financial professionals planning their own retirement? That's the focus in this edition of ...