"Our mortgage rate is 2.5% and we have a $400,000 loan balance." (Photo subject is a model.) I am 58. My wife and I have a combined 401 (k) balance of $1.1 million and $800,000 in stocks. We also have ...

Financial stress doesn't disappear with age; it changes. Here are 10 financial triggers that blindside people later in life ...

Quick Summary The hard part isn't "can I retire." It's choosing the version of retirement you want, whether that means ...

For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

According to research from Vanguard, failure to withdraw RMDs have cost Americans as much as $1.7 billion annually. In 2024 ...

If you’re nearing retirement or thinking about it, the last thing you want to do is run into financial setbacks.

Financial wake-up calls after 55 can feel intimidating, but they’re also a chance to take control and make intentional ...

At some point, RMDs become a way of life. Your best bet is to understand what they mean to you and your finances.

Bright Wealth Management helps people create a clear plan to get to and through retirement by focusing on education, clarity ...

Nobody wants to pay more taxes, so if you don't need your RMDs, it's easy to see why you might be bitter about having to take ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...