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

As the old saying goes, age is just a number. There’s a lot you can do, regardless of how many candles you’ve blown out on ...

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

Understanding how financial fears affect seniors and exploring strategies to mitigate these concerns is crucial for enhancing ...

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

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.

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 ...

Thinking about moving to a 55+ community? Once limited to the Sunbelt, these developments, designed for people 55 and older, ...

A long-anticipated tidal wave of retirees has arrived. In 2024, more than four million Americans—an average of 11,000 per day ...

Interest in moving to Canada has spiked among Americans. Financial advisor Tiffany Woodfield shares 4 ways it'll impact your ...

If you start investing just $14 a day in your 20s, you’ll be a millionaire by retirement. That’s according to author and ...