When the calendar turns a new page, many of us embark on the tradition of setting New Year's resolutions. If your goal for ...

As we get older and our financial life gets more complicated, it’s difficult to know how long to keep financial records and ...

The laws and rules about how 401(k) accounts operate and what you can do with them are complicated and hard to fully grasp ...

Keep Seven Years Supporting documents for your taxes, including W-2s, 1099s, and receipts or canceled checks that substantiate deductions. The IRS usually has up to three years after you file to audit ...

Expert shares key strategies for retirement planning, including the modern approach and recent tax law changes ...

The baby boomer generation, born between 1946 and 1964, is transitioning into retirement en masse in the United States ...

As the year comes to a close, an important financial deadline approaches for many retirees and older adults. December 31 is ...

Here are some of the key takeaways from Morningstar’s annual retirement-income research. Flexible in-retirement portfolio ...

Dear Savvy Senior, Is there a rule of thumb on how long someone should keep their old financial paperwork? I have file ...