Retirement and Well-Being

The benefits are particularly striking for people who dropped out of the workforce for years to raise children or care for family members.

Retirees are likely to see costs increase at a faster clip than the 3.5% official inflation rate for healthcare. Taking these steps can help.

The head of financial planning at Morgan Stanley discusses why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning.

Public markets have powered middle-class financial security for decades. We need to make sure they keep growing, Zach Buchwald writes in a guest commentary.

Some early retirees find they miss the camaraderie and challenges of a job.

The former Berkshire Hathaway CEO’s three children probably will become the most influential philanthropists in the world after their father dies.

Advisors usually tell you to secure your retirement before you all in for paying for college.

Average refunds will be up between $300 to $1,000 for the more than 100 million taxpayers who receive refunds, according to estimates from the Tax Foundation.

Stocks often do well during unsettled times. Here’s how to manage your investments when you’re tempted to flee the market.

It’s easy to fill out and could help avoid a major shock.

Consumers should beware of skimpy, short-term insurance. Making these income moves may help you qualify for an Obamacare plan.

A frothy stock market and looming inflation makes early retirement a trickier exercise.

International stocks and gold may be good bets for both gains and safety in a riskier global market.

The revamped American Heart Association tool offers a surprising look at the issues that make cardiovascular disease the country’s top killer.

Productivity gains may be offset by job losses as AI disrupts the workforce, impacting the health of Social Security.

Nearly 7% of Vanguard’s IRA investors age 73 and up fail to take required annual withdrawals, triggering costly tax penalties.

There are number of ways for older Americans to manage their income, investments, and charitable contributions to pay less to Uncle Sam.

Health-savings accounts are expanding to more Americans. How to make the most of them.

Donating precious metals this year is a smart way to dodge the taxman and do good at the same time.

Time is running out to take advantage of tax breaks before year end. Here are some moves to make.

Proposals to allow younger workers to participate in 401(k)s and to promote automatic reenrollment were endorsed by an Edward Jones advisor speaking at the hearing.

The new accounts will provide a savings vehicle for millions of families, but as traditional IRAs, they present tax issues.

A good year for stocks—and big gains in tech—may be making your portfolio too risky. How to get it in shape for 2026.

Taxpayers over 65 can expect an average annual 4.5% increase in after-tax income compared with 3% for all age groups, according to the Tax Foundation.