After years of uncertainty and changing requirements, the 1099-K reporting rules for 2025 are now set, and the thresholds ...

Another approach to guilt-free spending in retirement is the spend the gains rule, says Gates. With this strategy, if your ...

Beneficiaries enrolled in Medicare Advantage and Part D drug plans might lose their coverage as UnitedHealthcare, Humana, and ...

If there’s a benefit to you in extending your career, like boosting savings or being able to delay Social Security benefits, ...

Stock options, RSUs and other executive perks can come with some serious strings attached. To avoid a nasty tax surprise, you ...

Most large banks issue preferred stocks that pay out fixed dividends, often with higher yields than bonds. Should you make ...

All three main U.S. equity indexes opened higher but closed lower as a seven-session winning streak for the S&P 500 came to an end.

Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long ...

It’s not always easy to find desirable, affordable properties — but they do exist. The best places to buy a vacation home ...

It makes sense: AI is (currently) free, and a financial adviser is (often) not. Plus, ChatGPT isn't shackled to a set work ...

A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor ...

Editor's Note: "Retirement Savings on Track? How Much You Should Have by 50 and 55" is part of an ongoing series on getting your retirement on track by age. The second story is "Retirement on Track?