Dear Quentin, 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 $500 ...

The Pittsburgh Steelers have a plan for their quarterback position regardless of what Aaron Rodgers chooses to do.

Santa Cruz County Planning Commission will consider a six-story housing proposal in Live Oak that's elicited concerns from ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

The biggest change once I retire is that I won't be "saving" for retirement anymore, so I won't need to replace the pretax money currently going into my 401 (k). Rather than working off a percentage ...

(k) cathc up contributions. Ignoring these changes could get you in trouble with the IRS or cause a suprise tax bill.

There's a dangerous assumption many entrepreneurs make: that building a valuable business is the same as building personal ...

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

Both Betterment and Schwab Intelligent Portfolios have created solid offerings, but Schwab Intelligent Portfolios has lower fees.

Wealth Enhancement reports on AI personal finance assistants like ChatGPT, Gemini, Copilot, and Claude, highlighting their ...

Eryn Schultz was an H-E-B grocery store leader with an M.B.A. A slow pivot toward a big career change began when she found ...

You can use a program like ChatGPT to help legally reduce your income enough to qualify for the ACA and to create a plan to ...