Your income affects the amount you need saved, since you'll probably want to maintain a similar lifestyle when you retire as ...

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

ChatGPT can help with retirement planning -- if you ask the right questions. Learn which prompts unlock real financial insights and avoid costly mistakes.

There’s no one-size-fits-all solution to combat the shrinking dollar in retirement. But one universal truth remains: ...

Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to make your withdrawals. However, as the following scenario will show, a good ...

If retirement planning is the priority and you're eligible for an HSA, that's likely the better option because you can invest ...

Don’t let widespread enthusiasm for any one stock distract you from the most proven way to succeed as an investor.

Retirement offers freedom to travel but the cost of flights and hotels can add up quickly. Inflation and rising expenses ...

Learn how to protect your 401(k) from a stock market crash. Discover smart strategies, tax moves and diversification tips to ...

It’s never been easy to qualify for Social Security disability benefits. Christopher Tincher knows this firsthand. Tincher ...

How Sibyl Slade, founder and president of IntegriVest Advisors, is talking to her clients about preparing for surprising retirement expenses.

Adaptability is about being the face behind the brand, the voice behind the noise and the guide who helps others navigate ...