A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

With every new administration comes policy shifts that can directly impact retirement savings and financial security for ...

Savings account balances are one of those topics that rarely come up in conversation. People might talk about how much they ...

In 2025, retirement savers have a new opportunity to set aside money through their 401(k) plans and IRAs. Here’s what experts ...

Unfortunately, what you actually need will only be known with the passage of time. The exact number relies, of course, on ...

A recent Fidelity survey found 35% of Americans are worried about being able to pay bills while 33% are stressed about debt.

To protect yourself, take note of these four essential ways to shield your financial future—ways that don’t require a ...

The way to plan for retirement in 2025 just got a little more complicated thanks to the SECURE 2.0 Act. Whether you’re still ...

As the oldest members of Generation X (those born between 1965 and 1980) approach retirement, financial experts warn that ...

Evaluate the potential benefits of a Roth IRA conversion in light of current tax laws and economic projections.

Moving to a smaller home is one way to save money on housing in retirement. Smaller homes are generally less expensive and have lower tax assessments and reduced heating and cooling costs. However, it ...

While you can’t avoid paying taxes altogether, there are several strategies that can help you lower your taxable income, maximize deductions, and take advantage of tax-deferred growth.