Take advantage of historically low tax rates to optimize your retirement savings and reduce your tax liability.

If you've met with a financial planner or sought retirement advice online, you've likely heard of the 4% rule, a guideline ...

Washington Post personal finance columnist Michelle Singletary will answer questions about retirement during a live chat on Tuesday, Jan. 7, at 12 p.m. Eastern time.

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Many people will make financial resolutions for 2025. Here’s some items financial advisors hope you will consider putting on your list for next year.

If you’re interested in documenting your life—and you should be!—check out this spreadsheet. I’m talking about tracking every ...

If you have had trouble saving for retirement, putting money away for a down payment, creating a budget, saving for family ...

Charitable Gift Annuities address multiple financial and tax planning issues while supporting causes that matter to the donor ...

As some financial advisers become more technology-driven and as low-cost robo-advisers gain more traction, financial planner Casey Weade is taking a different approach to retirement advice - one that ...

Who wouldn't want to explore the world? But first think about what you hope to get out of your travels — and take a good look ...

These are valuable exercises, but a retirement plan with a 10% chance of failure looks a lot better in a spreadsheet than it sounds in real life. The problem is that if it goes wrong, there is no - I ...

It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one ...