Exchange-traded funds come in a multitude of 'flavors' these days, from passive to active to factor-based. Their flexibility ...

Cash balance plans can significantly boost your retirement strategy if you want a reliable, guaranteed income stream.

You may also be able to strategically position your income to avoid the IRMAA surcharge altogether. Utilizing full or partial ...

Learning good financial habits — building an emergency fund, paying down debt, saving consistently — gives you flexibility, ...

The '120 Minus You Rule' updates an older retirement rule, with a twist. Here's how this approach to retirement portfolio ...

You need to drill down to what you really want out of retirement. Then you can get down to the business of crafting a ...

Maxed out your 401(k) contributions, but still want to tuck away money for retirement? Here are seven ways you can take ...

The Fed is likely to lower interest rates this fall, and tactical investors may want to look closer at these ETFs before rate ...

Do you think bonds protect you from stock losses? Are you confident your assets will go to your intended heirs if all you ...

A 65-year-old retiree will face significantly higher lifetime health care costs than they would have a year ago, even with ...

To minimize taxes on asset sales, the recommended order of account withdrawals starts with cash equivalents. Next, retirees ...

We talk with Regina McCann Hess, a Certified Financial Planner, president of Forge Wealth Management and author of Super ...