"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 ...

Discover how 401(k) balances in your 40s and 50s stack up and learn smart strategies to grow savings, such as catch-up ...

This article discusses what you might expect your RMDs to be if you have $1 million inside your retirement accounts, and I'll ...

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

January is an ideal time to do tax planning for income in 2026. Where to begin? Start with these numbers related to ...

However, in exchange for this tax break, the IRS expects its money on the back end, so it taxes withdrawals from those ...

You may be able to claim charitable contributions for 2026 if you have write-offs exceeding $32,200 for married couples ...

Choosing between a Roth IRA and a Traditional IRA is one of the most important financial decisions Americans make when ...

These "loose ends" can quietly derail retirement plans, leaving many retirees financially vulnerable when it matters most.