IRS rules on required minimum distributions kick in at age 73. How to deal with it in a volatile market.
4 minute read
This additional source of income can change the calculus for when to file for retirement benefits.
Long Read
You get more bang for your buck if you make contributions to a retirement plan while stock is cheap.
4 minute read
While the economy remains strong, older Americans who thought their jobs were secure may now be out of work.
2 minute read
Global stocks have more attractive valuations than U.S. stocks. Experts say you should have at least 25% allocated toward foreign holdings.
4 minute read
The S&P 500 has entered correction territory, and investors may be wondering if it’s a good time to scoop up shares that have gone on sale. For retirees, the answer is: probably not.
2 minute read
These exchange-traded funds offer downside protection, but you must give up a lot of upside in return.
Long Read
Some 6% of U.S. adults are considered heavy drinks and another 17% binge drink. The behavior can take a toll on your health, family life, and work.
Long Read
Make sure you have enough cash, and consider alternatives to stocks and bonds that can hold up in downturn.
4 minute read
Laggard taxpayers can easily get a filing extension to Oct. 15, though they must pay the money they owe now.
3 minute read
The recent rise in interest rates boosts the annual payment to 4.8%.
1 minute read
Stocks are getting pummeled, but the cash part of portfolios can earn a nice little return—provided investors are willing to shop around.
3 minute read
Often the best course of action in a wild market is doing as little as possible.
Long Read
Consider defensive portfolio moves or even selling a used car as some of Trump’s tariffs remain in place.
4 minute read
Aaron Cirksena, founder of MDRN Capital, saw his parents lose capital during the 2007-09 recession. He wants to protect clients from the same mistakes.
Long Read
Advisors are using the markets’ rally Wednesday to remind clients of the importance of sound financial planning and avoiding rash decisions.
3 minute read
Healthcare costs have rocketed in the wake of the pandemic.
2 minute read
Financial advisors are emphasizing the importance of diversification and planning as they seek to assuage clients worried about stocks’ recent decline.
Long Read
Balanced funds are protecting investors. But the selloff is still scaring many, says an adviser.
2 minute read
Beware of fraudulent IRS websites or any attempts to dupe taxpayers into supplying personal information.
Long Read
Selling during a market downturn is almost always a bad idea. Some of the market’s best days usually follow its worst days.
3 minute read
For longterm investors, plummeting share prices are often a great time to buy stocks on the cheap.
Long Read
Senate Democrats launch a “Social Security war room” amid concerns of service reductions that could amount to “backdoor” benefits cuts.
4 minute read
Investors are flocking to the precious metal as a haven against trade turmoil and other market pressures. Don’t get carried away.
4 minute read