Retirement and Well-Being

Set a budget and make sure you’re not risking your own financial security later in life.

The asset manager has been leaning into active management in fixed income to meet shifting investor and advisor demand.

Many taxpayers miss a deduction that could ease the financial pain of hefty medical bills.

Readers weigh in on Target, retirement planning, investing abroad, and American exceptionalism

Despite fluctuations in the stock market, workers are putting more money away for retirement and employer contributions hit an all-time high.

Studies show individual investors tend to underperform both the broad market and the individual funds they own.

The ultrarich were the fastest-growing segment of the world’s wealthiest, according to an annual report from Capgemini.

Collections activity for most student borrowers resumed on May 5.

By paying taxes now instead of in the future, you are putting aside more money for retirement.

Market drops allow you to combine tax-efficient selling in your portfolio and charitable giving.

Government staffing cuts aren’t a good reason to claim early. What to know so you don’t shortchange your retirement.

Worries about inflation and a potential recession are prompting many workers to reduce savings rates for retirement, Morgan Stanley has found.

The use of crypto within retirement plans remains low.

Financial advisors sometimes need to help retired clients overcome a scarcity mind-set.

The trick is balancing saving for near-term goals like buying a home and long-term goals like retirement.

Planning experts say Roth conversions are one of the best tactics for boosting spending power in retirement, and more people should be using them.

These moves can help protect and grow your nest egg, whether you’re already retired or still in the workforce.

The most popular annuities protect against all or some losses, while offering either fixed yields or returns linked to a stock market index.

The judge’s ruling is the latest twist in a three-year battle over changes Vanguard made to target-date funds that investors say stuck them with unnecessary tax bills.

Not owning a car felt liberating at first. That feeling didn’t last long.

An EU court puts an end to the island country’s program, but options still exist in Europe and elsewhere.

The asset-weighted average expense ratio for all U.S. mutual funds and exchange-traded funds fell by just two basis points in 2024, according to Morningstar.

The move is one of the latest efforts to bring investments once only available to institutions and wealthy individuals to the broader public.

Financial advisors can increase their value by making sure clients spend money on things that make them feel happy and fulfilled.