New research points to the equal-installments strategy as the ideal for making the mandatory withdrawals. A lump-sum approach ...

There is tension in the house. When I say anything, I am immediately wrong - unless my daughter wants something, and then she's sickly sweet. OK, I have a small pension of $1,500, Social Security of ...

By taking the other route, and paying off your credit-card debt with $30,000 from your investments, you would forfeit around $6,700 over those three years, assuming a conservative 7% return or roughly ...

A new investing playbook is required for older Americans, who are living and working longer. Meanwhile, investors in general ...

Want to retire early? Cut expenses, invest smartly, maximize savings, plan healthcare, and avoid lifestyle inflation to ...

While Gen Z grapples with navigating their own lives in the midst of global chaos, many remain optimistic and have chosen to ...

Setting retirement goals based on your experience, rather than trying to hit a target that might not work for you, can help you figure out how much you need.

How would your retirement plans change if you knew you would live to 100? While no one has a crystal ball to see the future, there are tools available to help you make an educated guess about ...

If the economic climate is making you doubt whether you should retire this year, these three questions will help you make up ...

Derrick Morgan Jr. built a $500,000-a-year trademark law firm that lets him work remotely, travel the world and live ...

Getting out of debt may seem insurmountable, but if you know what you're doing, you can get in control of your finances and thrive.

If pulling too much from a portfolio during down markets is a bad idea, filing for Social Security might look compelling.