Latest
-
How Much Will Social Security's 2033 Shortfall Cost You?
The Social Security trust fund will be insolvent in 2033 and by 2035 will have to reduce benefits by 23%. Here is now much more you need to save to cover the potential shortfall.
-
The Average 401(k) Balance by Age
How did your 401(k) balance stack up vs peers in the first quarter? If you fell short, use it as motivation to save more.
-
Mom needs a nursing home. Should I spend down her assets so she qualifies for Medicaid?
We asked expert financial advisers for their advice.
-
Financial Fact vs Fiction: Why Your 'Magic Number' Isn't Actually Magical
Do you think you're diversified if you're invested in the S&P 500 and Nasdaq? Do you think your tax rate will fall in retirement? Think again — and read on for other myths that could be leading you astray.
-
Opportunity Zones: An Expert Guide to the Changes in the One Big Beautiful Bill
The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies for investors to combine community development with significant tax advantages.
-
Five Ways Retirees Can Keep Perspective Through Market Jitters
Market volatility is a recurring event with historical precedents (the dot-com bubble, global financial crisis and pandemic), each followed by recovery. Here's how people who are near or in retirement can navigate economic uncertainty.
-
When Will Social Security and Medicare Run Out of Money?
Social Security and Medicare trust funds, which help pay benefits, are projected to run dry. What will happen then?
-
How the One Big Beautiful Bill Act Will Reshape 529 Plans
The new One Big Beautiful Bill Act, now signed into law, will change 529 plan rules as early as this summer. What does that mean for you?
-
The Retirement Rule of $1 More
The Rule of $1 More explains how to plan for critical retirement thresholds. "You don't want to step off a cliff just because of $1 more."
