Shotwell: In the investment world, we're bombarded with statistics. It's common for people to look at past performance and ...

"We request SEC and DoL take decisive action to uphold fiduciary duty laws," 22 state financial officers demanded in a letter ...

Many people work hard to build up savings for retirement. But retiring with a nice-sized nest egg is only half the battle. It ...

The median retirement savings balance among Americans in their early to mid-60s is $185,000, according to Federal Reserve ...

A self-directed IRA gives you broader discretion when it comes to investing. You could use your self-directed IRA to invest ...

Given the cost of housing these days, a lot of people are having to make sacrifices to buy a home of their own. And if buying ...

Taking the time to check off these steps will help you retire with confidence in 2025. Remember, planning isn’t just about finances — it’s about creating a fulfilling and worry-free lifestyle. By ...

However, if you can find another way to get the money you need, it's best to do so. Even if you pay back your disaster relief ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

As “The Great Retiree Return” trend rises, so does the Gen Z "micro-retirement" trend. Discover what these age reversal ...

Collective investment trusts (CITs) pool assets from multiple investors to lower costs and offer tailored strategies, making ...

Health care costs in retirement are often more expensive than people expect. Here's how to make a plan that will ensure a ...