Rumors of the death of the 60-40 portfolio — that old standby allocation of 60% stocks and 40% fixed-income investments — are ...

The SSA’s July 3 email announced that the One Big Beautiful Bill Act (signed into law by President Donald Trump on July 4) would essentially eliminate federal income taxes on Social Security benefits ...

While financial security is crucial for retirement, the true 'retirement crisis' is often an emotional, psychological and ...

Amid rising uncertainty and inflation, effective portfolio diversification needs to extend beyond just stocks and bonds to ...

Experts agree that while you don't have to spend three figures on your products, some higher-priced items have value.

The 'Rule of $1 More' explains how to plan for critical retirement thresholds. Because "you don't want to step off a cliff ...

The National Taxpayer Advocate, Erin Collins, released her fiscal year 2026 Objectives Report to Congress. While the ...

Financial plans based purely on growth, like the 60/40 portfolio, are built for a different era. Today’s retirees need plans ...

For Paul Alto, a lifelong Cleveland, Ohioan, the plan was always to retire at 65. But after having surgery to treat two ...

As the third quarter gets underway, here are some takeaways from the market's second-quarter performance to consider as you ...

Don’t buy trendy new funds. Wall Street tends to trot out funds that suit the market at the moment — red-hot tech funds when ...

But, between summer travel driving increased demand and the potential for the conflict with Iran to push oil prices higher, ...