A reader wishes to retire with an ongoing home loan EMI and asked us how to plan for this using the freefincal robo advisor ...

When you're married but only one spouse works, leaving retirement planning to the working partner puts financial security at ...

By understanding how fixed indexed annuities work, you can set your savings up to grow to provide the income you need.

The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement.

With long retirements, you’ll need to plan ahead for multiple phases of life that come with different needs and interests.

Encouraging the use of wellness tools that put the power to manage goals and find resources in the hands of employees can ...

Qualified retirement plans must meet certain standards set by the IRS and are typically tax-advantaged, meaning contributions may grow tax-deferred. If you're a member of the military or a federal ...

Webull also has a recurring investment program for dollar-cost averaging, which retirement savers can apply to qualified or ...

The SECURE 2.0 Act, an expansion of the SECURE Act of 2019 and signed into law in late 2022, includes more than 90 changes to ...

For those approaching retirement, "safe" investments like CDs or annuities can be appealing, but there are key differences ...

The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains ...

For most of us, a comfortable retirement was the ultimate dream — the pot of gold at the end of a rainbow marking a long, and ...