While FTSE shares have disappointed lately, Harvey Jones isn't worried. He sees this as a buying opportunity rather than a ...

Nearly 3 million Americans are poised to see bigger Social Security benefit checks. For some, that could trigger larger tax bills and Medicare premium payments.

Many advisors turn to the 4% rule as a guideline. Developed by a financial advisor in the 1990s, this rule suggests that ...

Tax season is quickly approaching, but there's still time to reduce your taxable income before you file your return.

Tax rules can change each year, making it tough to keep up. So, how do you find out about key new tax laws for 2024? Easy — just turn to ...

If you have a lot to learn about investing, be aware that some of the information out there is not so good. Where should you ...

Tax time is stressful for everyone, but there may be some good news for seniors receiving medical care in their homes, assisted living communities or skilled nursing settings. Not every expense is ...

The idea of investing can be intimidating if you’re just starting out, but it’s an important part of saving for various ...

Saving for retirement will get a little more attractive next year. Given the dire state of savings in this country, anything ...

The SECURE 2.0 Act made another change impacting RMDs by requiring the IRS to adjust the qualified charitable distribution ...

There are limits as to how much you can contribute and for income thresholds for individual retirement accounts. For 2024 and 2025, you can contribute $7,000.

On average, the optimal portfolio, which is rebalanced monthly, produces 50% more retirement wealth than a balanced fund and 39% more than a TDF. And this extra wealth translates into higher ...