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

Social Security benefits are not taxed in most states, but for 2026, eight states still tax Social Security benefits. (That's ...

High yield can simplify early retirement, reducing portfolio rebalancing needs to be compared with traditional total-return ...

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

Learn how to assess savings, manage cash flow, and explore part-time work and health coverage options to stay financially secure.

Find out how much more you can collect in Social Security benefits if you wait until your full retirement age and meet your ...

For people who want or need to stay on the job in their 60s, the real question is not whether they are allowed to work while receiving retirement benefits, but how much they can earn before their ...

For CFP Cary Carbonaro, a managing advisor at Ashton Thomas Private Wealth, balancing savings, spending and investing often ...

Liquidity — or your ability to easily buy or sell an asset — is a key component of wealth. For instance, if you have $1 million but almost all of it is trapped in an asset that is difficult and ...

2025 didn’t start off so hot for investors, but fortunes have changed in a big way in Q3. Data from Fidelity (1) revealed record highs across its 52 million retirement products, including 401(k)s and ...

With retirement inching closer, I’ve found myself confronting an uncomfortable question: How many more years will I live? One of the big unknowns that make retirement planning so tricky is the ...

The 4% withdrawal rule allows $72,000 annually from $1.8M and should last 30 years to age 95. A diversified income portfolio of dividend stocks and REITs can generate $72K to $89K annually without ...