A revocable living trust offers added flexibility and security for those with significant assets. Transferring assets into the trust allows you to authorize a co-trustee or successor trustee to manage ...

Krueger is the founder and CEO of Wealthramp, an Osterville, Massachusetts-based firm that runs a matchmaking service for ...

The fact that Americans are living longer has made the usual approach to financial planning incomplete, according to a new ...

On average, the optimal portfolio, which is rebalanced monthly, produces 50% more retirement wealth than a balanced fund and 39% more than a TDF. And this extra wealth translates into higher ...

Micro-retirements can help burned-out workers achieve work-life balance by taking career breaks to pursue personal passions.

The stock market may be booming, but that doesn't mean it's time to retire into the sunset just yet. Financial advisors share ...

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

In addition to reconsidering their investments as they enter retirement, Gen X should be aware of the fees they pay. One ...

The Social Security Fairness Act, which is awaiting President Biden's signature, would repeal the Windfall Elimination ...

While they value financial independence, younger generations are drawn to high-risk investments, such as cryptocurrency, in ...

Not having a plan for withdrawing retirement savings or adapting the plan to economic and market conditions could have long-term financial consequences. Experts say that people should create a ...