Skip the fleeting resolutions and start the new year with a proactive plan to optimize your longevity, cognitive health, and ...

Let's put together a checklist for Canadians entering retirement, and pinpoint some critical things to do to ensure the best ...

Regulators are sounding a clear alarm about the risks facing older investors as markets grow more complex and scams more ...

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

Simplify your year-end planning with expert tips on budgeting, saving, taxes and retirement contributions to help your middle-class family start the new year strong.

At a minimum, a strong financial plan includes a will, beneficiary designations, and powers of attorney. These documents ...

Jeanette Beebe is an experienced journalist, fact-checker, and audio producer covering personal finance, retirement, science, business, medicine, technology, and the arts. Her reporting has appeared ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

The retirement checklist shouldn't ignore – from drawdowns and diversification to estate plans and healthcare.

Featured on WGN Radio’s “Home Sweet Home Chicago” on Dec. 20, 2025: Tim Stearns, owner and president of TJ Stearns Financial Planning & Benefits, joins David Hochberg to discuss a ...