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A 45-year-old who's been 'fake retired' for 10 years shares the surprising lessons he learned when he tried to retire early

August 02, 2022

Employee stock purchase plans can carry 'a big risk,' says advisor. What to know before buying in

August 01, 2022

Unrelenting inflation is driving up costs, leaving more Americans living paycheck to paycheck

August 01, 2022

I spent 5 years interviewing 225 millionaires. Here are the 4 types of rich people and their top habits

July 31, 2022

Emergency savings are minimal or nonexistent for many households. Lawmakers want to change that — and boost retirement savings in the process

July 31, 2022

Here's how much Americans have saved for retirement at every age

July 30, 2022

Are you deep in credit card debt? Here's when it may make sense to tap your retirement savings

July 27, 2022

With 13 years until Social Security’s funds are projected to run out, Washington Democrats have some proposals to strengthen the program

July 26, 2022

Gen Z is stashing away 14% of income for retirement — more than older generations, study shows

July 26, 2022

More Americans plan to tap Social Security retirement benefits early and continue working amid economic uncertainty, survey finds

July 25, 2022

Early retiree shares 13 'stupid simple' money rules that helped him save $1 million: 'I wasn't born rich'

July 23, 2022

'High volatility' includes 'sharp' up days, too. Here's why it's smart to stay invested in the market

July 23, 2022

Op-ed: Dividend stocks are a smart option for yield-hungry retired investors

July 22, 2022

Here's how to prepare for and thrive in a recession

July 22, 2022

Here are 6 strategies to recession-proof your finances at any age

July 21, 2022

This withdrawal strategy can help retirees stretch savings, but it’s ‘highly unlikely you'd stick to it,' says CPA

July 20, 2022

A wake-up call: Your financial plan can help 'stress test' your retirement strategy through inflation, market downturn

July 19, 2022

A Roth IRA conversion can be a big tax win when retirement portfolio loses value

July 19, 2022

How soaring inflation may deliver a higher tax bill — especially for retirees, homeowners and high-earners

July 18, 2022

4 strategies that can help you avoid paying extra every month for Medicare premiums

July 16, 2022

Lawmaker urges Yellen, Treasury Department to remove ‘red tape’ for Series I bonds

July 14, 2022

Inflation is still soaring — but here's why it's less likely to hurt some retirees

July 13, 2022

Social Security cost-of-living adjustment could be 10.5% in 2023, according to new estimate

July 13, 2022

Focus on your ‘personal economy’ and not a possible recession, says finance expert Jean Chatzky — here’s what to do

July 13, 2022

If you’re heading to a new job, don’t forget about your 401(k): Here's how to handle the money in an ex-employer's plan

July 11, 2022

Economic worries further older Americans' pandemic-era plans to delay retirement, survey finds

July 09, 2022

Here's a tax-smart charitable giving strategy using money from your IRA

July 08, 2022

Protecting Social Security benefits from rising inflation is high on voters' wish lists, survey finds

July 08, 2022

What to know if your employer changes 401(k) providers. 'Mistakes happen' in transfers, advisor warns

July 08, 2022

3 Things Advisors Should Be Talking to Clients About Now

July 07, 2022

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