retirement

Check out some starting points for the frank conversations necessary to ensure your parents are on the right track with their finances and their legac…

As for giving away your money while you’re still alive to see it go to the ones you love, there are pros and cons to think about. But when it comes to…

The new president and a fresh Congress will sooner or later have to face the twin safety net programs, both sorely in need of help.

Service members face a range of threats – from the lethal to the financial. A wide array of generous benefits and programs are meant to offset some of…

Retirement savers will be disappointed with the contribution limits for next year, but at least more people will qualify for retirement tax breaks in …

When money gets tight, it can be tempting to ditch some insurance coverage to balance your budget. However, that could leave you high and dry. Instead…

Experts say if the ACA is repealed or rescinded "it would be devastating for Medicare." Here's what might happen -- and how it could be costly for you…

An annuity can yield guaranteed lifetime income — a private pension that can help you sleep at night.

It’s up to each investor and retirement saver to separate fact from fiction and to overcome their own personal biases.

Employee stock benefits come with some risks and strings attached, as well as the potentially rich possibilities they afford. So know what you’ve got …

A home equity loan or home equity line of credit may be perfect for your retirement finances. But don't delay; a fee increase is coming.

Gifting sounds pretty simple, but there are many ways to do it, and several tax ramifications to be aware of as well.

Estate plans are about more than just who gets what. To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how…

Jared Woodard, head of Bank of America's research investment committee, joins the Your Money's Worth podcast to discuss the 60:40 portfolio rule. Also…

Annually adjusted contribution limits, health plan minimum deductibles, and limits on out-of-pocket medical expenses must be met if you're covering he…

One family’s story shows how important long-term care plans are … and how whole life insurance with a long-term care rider can help.

Do you have answers for these four questions? Then congratulations and rest easy: You really are ready to retire.

Here’s how to prepare for the worst in this terrible, horrible, no good, very bad year.

Retirement savers can be broken down into three different DNA types. Each has a different way of getting things done.

As the estate tax exemption amount increases, fewer estates are subject to the federal tax.

Roth IRAs come with some great tax advantages, but converting a traditional IRA to a Roth doesn’t make sense for everyone.

For the average recipient, the 2021 monthly increase won't even cover a fill-up at the gas station — but it beats nothing.

Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust. You have to put them there. Fail…

Demystifying annuities is important now more than ever as the current market landscape is shining a light on the benefits an annuity can provide. A fi…

The competing candidates for president are polar opposites in terms of taxes, adding a new urgency to year-end tax planning. Just what are they propos…

Guaranteed income is always nice, but nothing in life is free. Weigh the trade-offs carefully.