Retirement and Well-Being

The wealthy aren’t just transferring their money. They’re making the most of tax laws and involving their heirs in estate planning.

Forget Thursday’s market rout. Your stocks have risen sharply in recent years, likely throwing your portfolio out of whack. Here’s what to do about it.

Vermont, Washington state, and Minnesota score well when it comes to retiree healthcare. What else to know.

The Trump administration has started using AI to try to save money in Medicare. What it means for your coverage.

The new annuities can save you money, but they are sold through advisors charging their own fees.

With foreign stocks outperforming domestic stocks, investors are getting products tied to international indexes with downside protection.

A steep selloff in software should be a wake-up call to diversify and take other measures to keep your portfolio aloft.

More alternative investments are available in exchange-traded funds, making it easier for retail investors to own them.

The benefits are particularly striking for people who dropped out of the workforce for years to raise children or care for family members.

Retirees are likely to see costs increase at a faster clip than the 3.5% official inflation rate for healthcare. Taking these steps can help.

The head of financial planning at Morgan Stanley discusses why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning.

Public markets have powered middle-class financial security for decades. We need to make sure they keep growing, Zach Buchwald writes in a guest commentary.

Some early retirees find they miss the camaraderie and challenges of a job.

The former Berkshire Hathaway CEO’s three children probably will become the most influential philanthropists in the world after their father dies.

Advisors usually tell you to secure your retirement before you all in for paying for college.

Average refunds will be up between $300 to $1,000 for the more than 100 million taxpayers who receive refunds, according to estimates from the Tax Foundation.

Stocks often do well during unsettled times. Here’s how to manage your investments when you’re tempted to flee the market.

It’s easy to fill out and could help avoid a major shock.

Consumers should beware of skimpy, short-term insurance. Making these income moves may help you qualify for an Obamacare plan.

A frothy stock market and looming inflation makes early retirement a trickier exercise.

International stocks and gold may be good bets for both gains and safety in a riskier global market.

The revamped American Heart Association tool offers a surprising look at the issues that make cardiovascular disease the country’s top killer.

Productivity gains may be offset by job losses as AI disrupts the workforce, impacting the health of Social Security.

Nearly 7% of Vanguard’s IRA investors age 73 and up fail to take required annual withdrawals, triggering costly tax penalties.