Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Even well-prepared retirees face hidden risks—such as market downturns, supporting adult children, and skipping estate planning—that can threaten retirement security.

Imagine David, 55, trying to navigate finding care for his father, Frank, 83. Though Frank was living independently until now ...

Looking to enjoy a fulfilling and healthy retirement? Start planning your 5 pillars in the ‘peri-retirement’ period, years ...

If you don’t feel like you are in great financial shape, hiring a financial advisor may not seem like something you should do ...

See how your savings stack up against typical Americans your age—and discover smart strategies for strengthening your ...

Investment advisers warn about the Critical 15, a make-or-break period when poor decisions can permanently damage your ...

Earning $54K at 48 with $200K in retirement savings? Discover how the 4% rule and Social Security benefits impact your retirement timeline and comfort level.

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

Different types of windfalls get different tax treatment. You might not owe taxes on a cash inheritance or a life insurance ...

A booming stock market propelled California’s main state retirement fund to near-record returns, but the fund is still $166 ...

Financial advisors can’t make resolutions for you, but they can suggest them. Here is what four advisors recommend.