Question: I'm 58 and unexpectedly inherited $650,000. Does this change my retirement timeline? Answer: You're not alone! In ...

While thinking about succession planning might feel like anticipating a landslide (here's to you, Fleetwood Mac), there are ...

As U.S. Senate Republicans mark up their version of the One Big Beautiful Bill Act, one provision could give some donors a ...

Another thing you can learn from investing: Wall Street just hates surprises. When the unexpected arises, the markets can ...

I Picked a Helluva Time to Retire.’ Six strategies for new retirees facing a dicey stock market and unpredictable economy.

While they're not dominating headlines right now, tariffs are not over. Some key dates are coming up fast that could upend ...

Eliminating taxes on Social Security benefits is missing from President Trump’s proposed tax overhaul. Here’s why and what an ...

Here are some of the tools to help you augment the current exemptions before they’re potentially reduced. 1. Split gifting. The annual gift tax exclusion sits at $19,000 for 2025. An individual ...

And an overlooked savings option that can help you achieve this is a jumbo CD. Jumbo CD rates offer some of the highest returns I've found among savings accounts. They're easy to set up, and, most ...

When you retire in Ecuador, you'll enjoy one of the world’s most painless visa processes in a country rich with biodiversity.

Investors looking for passive income are buying into these funds, which offer capital to borrowers for short-term financing.

With new names like Trump Mobile entering the market, many consumers are curious about affordable wireless plans. Here's how ...