Dear Savvy Senior, Is there a rule of thumb on how long someone should keep their old financial paperwork? I have file cabinets full of old receipts, bank and brokerage statements, tax returns and ...

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 ...

If doctors want you to follow a treatment plan, they may say, "I do the same thing" or "I give the same advice to my family." Their goal is to get you to believe, "This expert follows their own advice ...

Long-term care for aging Americans is a challenge transcending party lines, affecting millions of families who are struggling to balance caregiving with ...

Robo advisors were once heralded as the future of financial advice — the killer affordable app that would kill the need for ...

Retiring to Texas can save you money on income tax, housing prices, and other expenses. But there are a few catches to watch ...

Most investors are better served by learning basic investment principles and managing a simple portfolio themselves. However, ...

Politicians are talking about cuts to Social Security again. How could this affect you and what can you do to prepare for the ...

This proposal, aimed at alleviating the emotional, financial, and physical burdens on caregivers, has broad potential ...

Understanding the Leadership Landscape The need for experienced senior leadership is projected to stay elevated, reflecting ...

Millions of Medicare enrollees are likely to see relief in 2025 when a $2,000 cap on out-of-pocket prescription drug-spending goes into effect.