There’s a reason retirement savers are generally required to wait until age 59 and 1/2 to access the money they have in a 401 ...

Pew Research asked adults across the United States how much they knew about personal finance, a topic that includes "managing your money as well as saving and investing. It encompasses budgeting, ...

By Brad Rhodes If you’re a woman in or near retirement, let me ask you this: “How do you plan to take what you’ve so diligently saved and turn it into a lifetime stream of dependable, predictable, tax ...

More specifically, the Internal Revenue Service (IRS) requires us to take RMDs annually from accounts such as traditional ...

Some recently fired employees are being told to come back to HHS. But employees say the only partial reinstatements leave the ...

Nearly 40% of American workers surveyed want an adventurous retirement, which includes travel and exploration. However, only ...

The first step to creating an investment plan is to lay out your financial goals. These can be anything from "buy my first ...

Plan smarter for retirement. Explore Medicare choices, long-term care insurance and effective tax reduction techniques.

Artificial intelligence seems to be everywhere, with seemingly endless applications. However, many in the retirement plan ...

Many financial planners recommend using the 25x rule as a "ballpark check." It’s a helpful first step to see if retirement ...

It may come as a shock, but in 2025, Americans think they'll need less to retire than they did in 2024. According to the Northwestern Mutual Planning & Progress Study, "Americans' 'magic number' ...

While there isn’t a one-size-fits-all number, the rule of thumb many experts recommend is having at least three to six months ...