Cash balance plans can significantly boost your retirement strategy if you want a reliable, guaranteed income stream.

Exchange-traded funds come in a multitude of 'flavors' these days, from passive to active to factor-based. Their flexibility ...

You may also be able to strategically position your income to avoid the IRMAA surcharge altogether. Utilizing full or partial ...

Learning good financial habits — building an emergency fund, paying down debt, saving consistently — gives you flexibility, ...

The Fed is likely to lower interest rates this fall, and tactical investors may want to look closer at these ETFs before rate ...

Do you think bonds protect you from stock losses? Are you confident your assets will go to your intended heirs if all you ...

AI can be a useful tool, but it often gets important financial information wrong. It also can't emulate the empathy, judgment ...

Low crime rates, accessible medical care and calm conditions make these coastal destinations perfect for a stress-free ...

To minimize taxes on asset sales, the recommended order of account withdrawals starts with cash equivalents. Next, retirees ...

A 65-year-old retiree will face significantly higher lifetime health care costs than they would have a year ago, even with ...

We talk with Regina McCann Hess, a Certified Financial Planner, president of Forge Wealth Management and author of Super ...

The Social Security Administration has backed off from plans to eliminate paper checks. However, it will only send checks in ...