For certain investors, hybrid mutual funds can provide a substantial tax advantage. Long-term capital gains from hybrid funds ...

'I inherited $240K. Do I pay off my $258K mortgage and downsize my house and job?' ...

Allowing your retirement account to grow with the still-working exemption may be the ideal option, but it's essential to ...

Key Points The Coast FIRE movement is all about reaching a savings milestone and taking the pressure off the latter part of ...

Voters are understandably nervous every time Congress or the president talks about changing Social Security. The only way to ...

Trump's exclusion of an oft-touted Social Security proposal will be highly unpopular but is absolutely necessary.

Some older Americans assume that since they no longer need to worry about a job loss, they don't need emergency savings. On ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take.

Lots of changes in store for Social Security recipients as more people rely on a system that's operating above capacity. Full ...

As stock and bond markets have whipsawed this year, you may be afraid to look at your 401 (k) account balance. But all of the volatility actually makes this an opportune time to look under the hood of ...

The conventional retirement-investing advice is to “set it and forget it” — but at this stage of life, you can’t afford not ...

If you're worried about inflation and how it might potentially wreck your retirement, you're not alone. It's a worthy concern ...