A 401 (k) is the most popular retirement account (by far) and is often synonymous with retirement savings, but I personally ...

Please put “Fix My Portfolio” in the subject line. Dear Fix My Portfolio,  I have a Roth IRA account and an ordinary taxable ...

(k), IRA, or individual stocks? Learn which investment vehicle to prioritize for your retirement savings and financial goals.

Here's how to add a gold IRA or ETF to your portfolio in order to hedge against inflation and volatility. But retirees should ...

Traditional IRAs offer the potential for tax deductibility in the present, while Roth IRA contributions are made with ...

Emergency funds are an absolutely crucial aspect of any financial plan, regardless of the life stage or situation. For people ...

Tax season is upon us once again, and while many Americans can look forward to a refund in the coming weeks, that's not the ...

Because taxes and investments go hand in hand, fiduciary advisers can offer strategies to help minimize taxes.

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

Early retirement isn’t exclusively for the rich. Many people, particularly followers of the FIRE movement – short for ...

I've been working past my full retirement age, and plan to quit soon. I earn $3,680 a month. Between Social Security, pension and rental properties, I bring in about $7,000 a month after taxes and ...