Little-known rules can help people on a fixed income refinance an existing mortgage or buy a new home.
Policymakers are concerned that the wealthy are getting too big a tax break from retirement accounts like IRAs and 401(k)s. But the solution could be worse than the problem.
When you're 50 or older, your financial focus is likely to be on your retirement, and rightly so. But there's another important financial goal you may need to meet, too.
If you withdraw money from your individual retirement account before age 59½, you generally have to pay a penalty, but there are ways to avoid it.
It now takes $5 million in investable assets for a person to feel wealthy and enjoy "no financial constraints." But what would it take for you to actually get there?
A time-tested rule to ensure people have enough money during retirement has come under fire for potentially being too risky.
In your 20s, retirement can feel like it's a lifetime away. And it is -- but that's exactly why to start planning now: A long time frame is your greatest investing advantage.
Saving for retirement is serious. Barring pensions and Social Security, all you'll have to last for the rest of your life is what you save. Don't panic: Here's how to begin.
This week, we're running a series on basic investing lessons. In lesson three, we review three popular strategies that new investors can use to establish their portfolios.
It's never too early to prepare for retirement. Adopting the right strategies at each phase of life will help ensure you'll retire when and how you want.
You know better than to go on a spree with your retirement-plan money when you switch jobs, but tossing it into an IRA as most people do may not be the smartest choice either.
The financial pros all say you should invest in your company's 401(k) plan, but the fees on those investments can easily add up to a number that will shock you.
It's next to impossible to "time the market," but it is looking like this bull market is nearing its end. Here's how to protect your assets from the next market...
The frugality and investing discipline that the 2008 financial crisis imposed on Americans appear to have led to permanent changes in spending behavior, a new survey shows.
SaveUp.com recently analyzed more than 20,000 of their users' savings and debt balances. Their conclusion: Women are more likely than men to be poor during their lifetimes.
For all the talk you hear from Capitol Hill about running government more like a business, Congress has a retirement plan that would make any Fortune 500 executive blush.
It's safe to assume that not every taxpayer is 100 percent truthful when it comes to filling out their tax returns. But these 7 little fibs could put your tax refund in...
If meeting with your financial advisor is on your December "to-do" list -- and it should be -- here are a half dozen things you should do to prepare that will help...