Workers often roll funds in former 401(k) plans into new IRAs, but there are at least 4 scenarios where doing so could be a mistake.» Read More
Many investors with money in IRAs or 401(k) plans struggle with what to do with funds when life circumstances change. A look at options.
Investors who balance their own retirement portfolios should do so regularly and keep risk, time horizon and allocation in mind.
Some 15 percent of so-called sandwich generation adults in their 40s and 50s are financially supporting both an aging parent and a child.
Looking to do good, a start-up Brooklyn church offers financial literacy lessons to the millennial "hipsters" gentrifying its neighborhood.
Target-date funds, which automatically invest assets more conservatively as investors age, are more popular—but there are some caveats.
While most donations stem from a desire to do good, there's no denying that tax deductions are big incentives, say advisors.
Potential mistakes threatening successful retirements are many and fall into psychological and financial categories, say financial advisors.
Whether bestowing assets now or leaving them to heirs, trusts with well-planned terms ensure money isn't lost or wasted by beneficiaries.
The "golden years" could be pretty rocky for one in four Americans, and roughly a third of young "Millennials", if they don't sock away some cash.
With many boomers facing retirement-saving shortfalls, the time to sell beloved collectibles may be right now, while the markets are hot.
Government statistics project 70 percent of Americans over age 65 will eventually need long-term care, but most people aren't prepared.
Age-based investing has become an efficient concept to sell investments, but it's also full of myths that fall short of meeting true investor needs.
Many families, with skewed perceptions of cost, are flummoxed about how much to save for college and how to navigate the world of financial aid.
Retirees face the challenge of generating and maintaining the income they need in retirement but a solution called "reverse engineering" can help.
Second only to mortgages as the largest form of debt, student loans affect nearly 40 million Americans, many of whom may never recover financially.
Student loans are the fastest-growing form of consumer debt in America, spurring some graduates to tackle their loans by investing.
20-somethings may regard financial planning as premature, but there are strategies millennials can implement regardless of debt or income level.
Sandwiched between kids and aging parents, early 'pre-retirees' between 45 and 54 are showing acute signs of investment stress.
Vanguard closed some funds made to manage income. Fidelity’s version is no more popular. Yet income is the biggest issue for retirees.
While target-date funds may make long-term investing easy, the products themselves are anything but simple. Experts weigh in on the pros and cons.
The Internal Revenue Service expanded dollar limitations for some pension plans based on cost-of-living adjustments.
It’s never too early to involve your children in money matters.
Workers often roll existing 401(k) funds into new IRAs, but there are at least 4 scenarios where doing so could be a mistake.
With the world becoming more interconnected, it’s getting harder to anticipate and manage global risks. We take a look at some of the biggest risks and ways to mitigate them.
From family-run companies to public companies with family ownership, we tackle challenges and rewards facing family businesses.
Inside the market's biggest sectors with a look at the trends, companies and trades netting profits for investors.