Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

The average 401(k) balance for someone in their 60s was $568,040 as of June 2025. The median, though, was far less: $188,792.

If you don't need the money, there may be ways to minimize the tax blow. It's hard to believe that 2025 is almost at an end.

From 401(k) changes to tariffs and student loan reforms, Trump’s 2025 policies are driving a major shift in how Americans ...

If your full retirement age for Social Security is 67 and you file for benefits at 62, you'll reduce your monthly payments by ...

Financial planners say several of last year's most effective strategies remain powerful ways to protect and grow your nest ...

In essence, if senior citizens are bracing for a tax bill with a Roth conversion, planners like Carroll and Cooper say the extra bonus is giving them more ability to take the sting out of that tax hit ...

Sometimes the path to a better retirement isn’t about working more or saving harder. It’s about unlocking the resources you ...

Ready to retire? Here's how to swap your 'peak earnings' mindset for a 'preserve-plus-grow' approach instead of relying on ...

Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your ...

Given the volatility, I don't want to cash it in, as I don't think the crypto market is "bubblish." When I first bought bitcoin it was $48,000, and then it fell to $16,000. I bought it at the wrong ...

The traditional snowbird retirement of splitting time between two homes is giving way to strategic, permanent relocation, as wealthy Americans discover they can design a better life by choosing a ...