retirement

If you’re thinking about renting your next home instead of buying, consider the pros and cons of the decision.

A sizable hoard is comforting but could crimp long-term portfolio gains.

When one spouse dies, the other may see a big chunk of their Social Security income disappear. Joint annuities could help fill that gap.

Should you buy long-term care insurance or save up to self-insure? There are many trade-offs to consider. And, surprise: It doesn’t have to be one or …

Whether the day you stop working is a decade away or around the corner, these to-do items will help you retire on your own terms.

You may have dreamed of a tax-free retirement, but if you live in these 13 states, your Social Security benefits are subject to a state tax. That's on…

Unfortunately, some states aren't very generous when it comes to helping retired veterans at tax time.

Older adults are more likely to suffer from sleep disorders, such as insomnia and sleep apnea. Left untreated these conditions can have dire consequen…

When someone asks about what you do, the answer shouldn’t be, “I’m retired.” There is more to the second half of your life … a lot more.

Census data show a decline in younger workers. That puts more pressure on Social Security and other programs that support seniors.

There are some tools you can use to avoid spending down all of your assets, and potentially impoverishing a spouse, while still meeting the qualificat…

Generalized financial advice and rules of thumb aren’t good enough. Unless your financial plan takes into account all of the special things that make …

The latest figures show inflation is on the rise. Here’s how it can munch your money, whether it’s in a low-earning bank account or ultra-safe G Fund …

Not all annuities are alike, and some may not be appropriate for you. How much do you know about these investment products?

Since this year's tax deadline was pushed back to May 17, many people just recently filed their tax return. That means there are a lot of tax refunds …

The law encourages employees of financial services firms to report cases of suspected elder financial abuse, hopefully leading to more prosecutions of…

There's a good chance that many adult children will have to get involved with their parents' financial lives as they age.

To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to th…

If passed, the Securing a Strong Retirement Act would automatically enroll some workers in retirement plans and raise the mandatory age for RMDs.

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…

A strong relationship with a financial adviser you trust matters more the closer you get to retirement. Here are some of the reasons it may be time fo…

Although you need to act quickly, you still have a few hours to make a 2020 IRA contribution and lower your tax bill.

If you haven't already contributed the full amount to your HSA for 2020, you have a few more hours to do so and potentially reduce your tax bill at th…

Between due dates for extension requests, IRA or HSA contributions, and other deadlines, there's more to do by today's tax deadline than just filing y…

It’s always smart to maximize your Social Security benefits, and if you are divorced, one way to do that might be to take them based on your ex’s earn…

This would be the largest cost-of-living adjustment for Social Security benefits since 2008.