I write a column similar to this one every January. But I don't mind plagiarizing myself because it contains a very important ...

When you have a $500,000 annual income, you have a lot of money to replace as a retiree. The good news is that your current ...

Understanding how your retirement savings stack up to your peers' could help you see if you need to step up your investing.

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

As Americans near retirement, Federal Reserve data show how many have retirement accounts and what typical savings balances ...

Earnings, assets, and debts affect your retirement readiness during your mid to late 50s and early 60s. How do you stack up?

I draw my husband's Social Security but I’m also working. How much money can I earn for the year? –Janice It's quite common to collect Social Security retirement benefits and still work. In fact, some ...

How much you need for retirement depends on many individual factors, but average spending trends can give you an estimate for ...

Filing for Social Security at 62 can cut your lifetime income and reduce survivor benefits. Here's why it pays to think twice ...

Your mid-fifties is a good time to do a retirement check. To be clear, you should always have at least one eye on retirement.

April 15 is your deadline for filing your 2025 tax return, and it’s also your deadline for funding an IRA for 2025. If you haven’t yet made your contribution, it’s time to get on the stick. For 2025, ...

Lauren is only 32 years old, and while she earns $122,000 a year, her husband makes $60,000. The couple has managed to amass ...