Personal finance author and philanthropist Tony Robbins recognizes this shift in reality and suggests a key retirement ...

Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...

The wisdom of undertaking Roth conversions is highly dependent on the particular household circumstances. Roth conversions do not avoid taxes, they accelerate taxes. Conversions pay off when the tax ...

Everyone should have a savings account, but there are cases where you're better off putting your money somewhere else. Find ...

When you have $137,000 in a Roth IRA and you lose 8% in a single year, that can be pretty upsetting — especially if you're 58 ...

For people who already have high-interest-rate debt, having an emergency fund can help guard against resorting to additional ...

Social Security, retirement accounts, taxable accounts and pensions all have different tax implications. When you start ...

Early retirement isn’t exclusively for the rich. Many people, particularly followers of the FIRE movement – short for ...

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

Investors typically expect rising long-term rates to put pressure on stocks, especially when inflation spikes, but the S&P 500 SPX was up slightly for one week through Thursday, up 4.1% for 2025 and ...

Investing in stocks, real estate, or collectibles can be highly rewarding.  However, when it comes time to sell those assets, any profit will trigger a ‘capital gains' tax.  It is important to ...