The Trump tax cuts doubled the exclusion before lifetime gift and estate taxes applied. For 2025, the threshold is climbing to $13.99 million per person. Without congressional action, the level would ...

Retirement planning isn't for the faint of heart, especially when you're going it alone. Just ask Wes B., a retired boomer ...

Many high-income earners find themselves at a crossroads when it comes to optimizing their financial strategies for the ...

Your retirement portfolio shouldn't be more than 60% invested in stocks, even if you plan to be working for another 30 or 40 years.

Workers who are 60 to 63 will be able to put in up to $11,250 in extra contributions in to their workplace retirement plan, ...

Learn about the valuable but often overlooked Social Security services that can enhance your financial security and personal well-being.

SEPP can be a lifeline for those aiming to retire in their 40s or 50s – a goal for many in the FIRE (financial independence, ...

Investment firm BlackRock’s latest Read on Retirement survey captures many of the uncertainties and growing anxieties ...

During President-elect Trump's campaign, he made two proposals regarding Social Security. The grim reality is that neither ...

This article originally appeared on GOBankingRates.com: 4 Financial Goals Suze Orman Says You Should Have Achieved By Age 50 ...

Nicholas Takahashi and his team are accused of deliberately trying to poach the clients of a former colleague managing hundreds of millions in assets and producing more than $1 million a year in ...

The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement.