"We want to maintain the same quality of life we have now, but not get killed with the cost of it," said one LIer planning ...

Social Security is a safety net most Americans believe they'll be able to access when they retire. However, the important ...

January is the perfect time to make some financial moves, like rebalancing your portfolio or making sure you're getting the ...

Whether by partnering with outside professionals or gaining additional certifications or qualifications, advisors have been adding guidance on insurance, health care, taxes, estate planning and more.

Justine Kelly, a financial planner at Modern Cents in St. Thomas, Ont., says it’s common for one spouse to have a defined-benefit pension plan but the other not to have a pension at all. That leaves a ...

They also want to buy a roomier house, which would entail borrowing, buy a second investment property, and provide for their ...

Andy Smith is a Certified Financial Planner (CFP ... to divide retirement plan assets. QRDOs can only be used for retirement plans covered by the Employee Retirement Income Security Act ...

If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.

Passive indexes routinely clobber funds actively managed by professional stock pickers. Last year was no exception.

For its proponents, FIRE symbolized freedom from office politics, endless meetings and dreary cubicle life. Many frustrated ...

Another way to leave tax-free money to a surviving spouse is with life insurance. A small policy can put cash in the hands of a surviving spouse for funeral expenses and paying off debts. A bigger ...

Would you like Kyle to rate your portfolio? Email [email protected] with the subject line: “Rate my portfolio”. Please ...