What am I overlooking? We have one grandson and we will fund a 529 to cover college, although our son and his wife, another hedge-fund trader, have enough. I feel guilty. I enjoy vacations to Europe ...

The average payout for Social Security isn't enough to secure your future -- and is expected to get even smaller by 2034.

Imagine losing nearly a quarter of your monthly income just as you’re about to retire. That’s the reality millions of ...

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been saving money in a tax-deferred retirement account (like a traditional ...

Republican control of government is likely to keep tax cuts in place, which make Roth IRA conversions more attractive.

The 2025 Roth IRA contribution limit is $7,000, or $8,000 if you're 50 or older. You can only contribute to a Roth IRA if ...

I focus on dividend investing to build a reliable income stream. Check out ORI and ARCC stocks' strong fundamentals, special ...

The Trump Accounts Contribution Pilot Program starts eligible kids off with a one-time $1,000 credit. The money comes from ...

Only 35% of Americans Feel on Track For Retirement. Here Are 2 Stocks to Buy Now and Hold For Decades.