Retirement and Well-Being

A coming offering could help more investors secure a steady income stream in retirement.

The decision by the Fifth Circuit Court of Appeals effectively ends the latest episode in a long-running debate over enhancing standards for retirement advisors.

There are good reasons to pull the trigger early—and bad reasons that will cost you substantially.

Older workers making catch-up contributions to 401(k)s may lose a tax break next year. Here’s how to maximize your tax savings.

The $124 trillion wealth transfer is under way, but career disruption risks turning inheritance on its head.

Retirees have less wiggle room to weather volatility than younger investors, and it’s important to make sure your portfolio can withstand the stock market bumps.

The increase will soak up much of an increase in Social Security payments to account for inflation.

The Internal Revenue Service has adjusted the numbers to account for inflation.

Republicans’ new tax law includes a $6,000 deduction for seniors. Here’s how to qualify.

Who pays for what should be clear to everybody before money matters take a toll on the household. Boundaries are important.

Artificial intelligence is better than Google or WebMD and could help your doctor be more efficient, but don’t skip an office visit.

Disability insurance is available through many employers. It’s worth a closer look.

Advisors share steps to take when they realize a client is suffering from cognitive decline.

If annuities are to become more broadly adopted in 401(k)s, consumer education and product innovation are needed, argues the CEO of Brookfield Wealth Solutions.

When the shutdown ends, Chairman Paul Atkins says the Securities and Exchange Commission will look at expanding retirement plans’ access to alternatives and modifying the accredited investor rule.

Far fewer doctors accept Medicare Advantage than traditional Medicare. If you want to change plans for 2026, now is the time.

Congress will need to adjust the program to improve its solvency. Here are the changes on the table.

People born before 1965 hold nearly two-thirds of the wealth in the U.S., and stock gains are making them wealthier.

If investors are overly optimistic about AI, the S&P 500 could suffer. It’s time to diversify into value, small-caps, and international stocks.

That rate would be little changed from the 3.98% interest rate that has prevailed since May 1. 

The annual cost of living adjustment will raise the average retirement payment by $56 to an average monthly benefit of $2,071.

At a recent roundtable, senior executives at Morgan Stanley hashed out the financial implications of longer life spans.

According to a Cerulli report, only 5% of Generation Z and 16% of millennials with 401(k)s think Social Security will be their main income source in retirement.