Retirement and Well-Being

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. 

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.