Adam Shell

Conventional wisdom says, 'Contribute the maximum to a traditional 401(k) if you can.' But there are hidden downsides to putting all your eggs in one basket.

By Adam Shell

As a veteran financial journalist, I tried the free AI-powered platform, Waterlily. Here's how it provided fresh insights into my retirement plan — and might help you.

By Adam Shell

Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should.

By Adam Shell

Defense, manufacturing and tech should prosper, while health care and green energy stocks face hurdles.

By Adam Shell

A look at how a government shutdown could disrupt travel plans, which would have a great impact the longer a shutdown goes on.

By Adam Shell

Taxpayers age 65 and older might be able to benefit from a $6,000 'senior bonus' deduction in the next four tax years. Here are five ways to make it pay.

By Adam Shell

Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid.

By Adam Shell

National 401(k) Day is a great opportunity to review your portfolio. Because "If you don’t know where you are going, you’ll end up someplace else."

By Adam Shell

A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.

By Adam Shell

401(k) lineups are loaded with overpriced, underperforming fund options. Here's how you can dump the clunkers.

By Adam Shell

Here’s where to find the winners as artificial intelligence transitions from an emerging technology to an adolescent one.

By Adam Shell

Few financial advisers have heard of this 401(k) withdrawal issue. Here's how to safeguard your portfolio.

By Adam Shell

You may need a family office if you are a high-net-worth individual, because "being wealthy turns a family into a family business."

By Adam Shell

The higher your stress test score, the more likely your retirement plan will hold steady in a crisis.

By Adam Shell

Whether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps.

By Adam Shell

This handy guide will help you understand some of the jargon in corporate earnings reports and why it is important for investors to know.

By Adam Shell

Protect your retirement from de-dollarization, because “capital always goes where it is treated best."

By Adam Shell

The super-rich rely on the family dynasty model to pass assets down from generation to generation. Here's how to embrace those strategies.

By Adam Shell

Are 401(k) plans really worth it? Here's how they work and the five advantages of owning a plan. Your older self will thank you for investing in one.

By Adam Shell

Planning to roll over a 401(k) into an IRA? There are tax and flexibility advantages. But tread carefully.

By Adam Shell

A pilot successfully sued American Airlines for including ESG factors in its 401(k) plan.

By Adam Shell