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.
Increasing longevity means you could outlive the money you've saved for retirement. Social Security may not bridge the gap, but an income annuity could help.
The Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.
Ditch the guilt part of your trip by intentionally budgeting, defining your own dream getaway and ensuring your financial and legal documents are in order.
Forgotten second mortgages from the housing crash are reappearing — sometimes with bigger balances and foreclosure risk.
We asked a wealth planner if borrowing from a 401(k) will throw a retirement plan off course. The answer may surprise you.
What matters when it comes to filing taxes isn’t just how much your dependent student earned. It’s the type of income involved and whether it crosses two key IRS thresholds.
Gen X, the first generation to rely on 401(k)s to build and grow a nest egg, is nearing retirement. There's a hefty shortfall between the "magic number" for retiring and Gen X savings.
Market participants will pay close attention when President Donald Trump talks to the American people about the war in the Middle East tonight.
A gentle reminder amid March Madness.
"Your Retirement Sketchbook" focuses on the hardest part of retirement planning — figuring out what your retirement life will look like.
What you pay for financial advice is secondary to the true value you receive, which is why the structure of your financial professional's compensation matters.
Women who gain financial autonomy in later life may be pressured to make quick decisions. Instead, take the time to grow a fruitful new relationship with money.
There's no let-up in demand for oil and gas, so what happens if the war in Iran continues to constrain supplies? Consumers and investors should take note.
Even with our solid nest egg, it's not clear if we should self-insure or buy long-term care insurance.
With record amounts expected to be returned to taxpayers this year, having a plan for the money in advance is key.