Looking for a great retirement destination? Oregon has no sales tax, no state tax on your Social Security, highly rated health care and a temperate climate.
We just retired at 67 with $4.1 million. My husband wants to keep 50% of our investments in stocks. I say it's not worth the risk. Who's right?
Here is what the SKI trend means for your retirement plan.
New rules are expanding who qualifies for citizenship by ancestry. Who qualifies and what it costs
In this week's Ask the Editor Q&A, Joy Taylor answers questions on the due date for filing your federal tax return and other tax filing subjects.
New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.
Find out if your retirement savings are on track with our quick quiz.
Don't wait until health or burnout forces you to make succession decisions under pressure, especially if you don't plan to pass your business to a family member.
GreenRock Advisory founder Prem Patel shares his take on how markets performed in the first quarter and what investors should keep in mind for what comes next.
Trump accounts are a sound enough idea, except that future withdrawals will be taxable. One solution would be to give them a Roth-style tax-free structure.
Good communication between clients and their advisers starts with one simple question: Do you want hard truths and real analysis, or just a sounding board?
Here's a look at the smart, luxury modifications that prioritize your recovery, relaxation and effortless entertaining.
Explore how both of these options can help you reach your savings goals and when to use each.
You bought your watch for tracking steps, but the IRS tracks your mileage. Did you miss out on this key tax deduction?
From navigating the 'Landslide' of change to embracing her own mystical path, the rock legend offers a masterclass in living life on your own terms.
Stocks and oil continue to rise and fall with the ebb and flow of news from the White House and the Middle East.