Retirement and Well-Being

The agency said proper safeguards need to be in places before ordinary investors can buy into assets like private equity.

Unless you know what you are looking for, artificial intelligence can give wrong or misleading on investment strategies.

For some, shedding work suddenly is quite a leap. With practice, the transition can go smoothly.

Health Savings Accounts are among the most underused retirement vehicles for young investors. Some financial advisors are working to change that.

The projection is up slightly from a month ago but still wouldn’t be enough for seniors to cover their essentials such as food and healthcare.

With the Fed likely to cut rates, you may need to protect your bond income. Here are six funds to consider.

A Democratic bill aims to eliminate taxes on Social Security benefits, a Trump campaign promise that this summer’s Republican tax and spending law failed to deliver on.

There is a time-tested way to make new gains and mitigate risks, John Toomey writes in a guest commentary.

Foreign stocks have momentum as the dollar weakens. These funds can help you capture the gains.

Entrusting your financial life to AI would be a risky move.

People are providing more aid to adult children and having children later in life. The combination can make it hard to save for retirement.

For retirement savers, worries about the pricing of private holdings would be mitigated by several things.

Many Americans may get a new tax break, but those who itemize face new limits on deductions. Planning now makes sense.

As inflation has dropped, so has the appeal of these inflation-protected savings bonds.

The study should be welcome news to asset managers with funds that invest in private assets. They are on a path to win access to the nation’s 401(k)s.

The Trump administration is taking the handcuffs off the private-market industry. The outcome for retirement savers will be complicated.

Mike Bisaro, the president and CEO of $1.2-billion StraightLine, explains how his firm helps people at all stages of their financial journeys.

Be ready to hear “no,” and more tips from financial advisors and an HR manager.

Today’s advisors are finding creative ways to get wealthy clients to stop hoarding their cash in retirement and spend money to enrich their lives.

Gaining even a sliver of the $12 trillion pool of retirement funds could drive private equity growth for years.

Trump’s Putin meeting crucial for oil prices, Berkshire Hathaway’s mystery solved, the case for rate cuts, and more news to start your day.

Health insurers are requesting the largest monthly premium increases in more than five years

The president celebrated his administration’s commitment to the program even as it remains in dire need of a fix.

The inventor of the “4% rule” has revised his math. What to know about giving yourself a pay hike.