It’s an issue that Nobel economist William Sharpe called the "nastiest, hardest problem" in finance: converting retirement ...

If someone were to tell you you could become a millionaire by age 40 while earning an average income, you might say they're ...

While retirement abroad requires careful planning about visas and taxes, staying in the U.S. could mean managing higher costs of living and expensive health care. This article outlines some data ...

For decades, the “4 percent rule,” laid out by renowned financial adviser William Bengen, served as the north star for ...

Many high-income earners find themselves at a crossroads when it comes to optimizing their financial strategies for the ...

After a lifetime of work and saving, you finally made it to retirement and managed to squirrel away a significant nest egg to ...

Thinking about moving to a 55+ community? Once limited to the Sunbelt, these developments, designed for people 55 and older, ...

Your tax return could hold clues to several missed opportunities and important gaps in your retirement planning.

Strategizing to minimize taxes before taking reitirement acount withdrawals can make a significant difference in take-home ...

There are three keys to happiness: someone to love, something to do and some things to look forward to. And that makes for a ...

Many long-term financial plans involve setting a target for a total amount of savings. Sometimes, this target is framed as multiples of income, and other times as a general round number.

In 2021, the DOL under President Joe Biden’s administration published a supplemental letter clarifying that it didn’t endorse or recommend private equity investments in 401 (k) plans, a move that was ...