It's key to be aware of beneficiary forms. Naming the wrong people or failing to update those documents can create a mess for your heirs.» Read More
The tax-advantaged college-savings plans now house $168.5 billion of our hard-won dough. But not everyone is sold on the idea that 529s are the only way to go.
Helping baby boomers navigate the future is becoming a big business, but now, there's a freebie: LifeReimagined.org from AARP.
The United States lags other countries when it comes to offering workers time off, and is especially tough on part-time workers.
The average 401(k) balance hit a record high of $80,900 in the first quarter, according to Fidelity Investments.
The Feds have granted a 90-day moratorium on foreclosures of homes with FHA mortgages in areas devastated by the Oklahoma tornado.
Web-based portfolio-management tools combine powerful analytics with flat fees. But is that enough to move private investors online?
The new retirement age is getting younger for many Americans who can least afford to retire. African-Americans retire earlier than the general population, despite leaner nest eggs.
Everyone's goal is to retire a millionaire, but too many personal finance headlines want to sell you on the idea that there's a surefire method for incubating the million dollar nest egg.
Women averaged a credit score of 675 compared to the male average of 674, according to the credit score agency Experian.
Americans think that a family of four needs to bring in at least $58,000 a year to get by in their community, a new Gallup survey finds.
There's a lot at stake in how we plan for retirement, and most of us can't afford to screw up. Here are the top mistakes, according to financial planners.
Early Boomers may be on track to retire with enough savings for their golden years, a new Pew study finds. But Gen-Xersare in for a world of hurt.
Being audited is scary. Not knowing if you might be is almost as bad. Here is a roadmap to how the IRS decides on candidates for examination.
Retiring at an average of 61, Americans plan to stay on the job until 66, according to Gallup, an uptick that predates the 2008 recession.
The president's investment decisions are sensible even to a fault, with a largest position in U.S. Treasuries.
Health insurance was already evolving before the Affordable Care Act. But this year the law's sweeping changes will reshape how you get health care.
A New York Federal Reserve report suggests that college grads swamped by debt may be victims of forces greater than their willingness to pay.
A 65-year-old couple retiring this year would need $220,000 on average to cover medical expenses, an 8 percent decrease from last year's estimate. But most people estimate just a fraction of that.
Prepaid debit cards were the tool of choice in a recent $45 million heist, but they are useful for some consumers. Here's how to protect yours.
For most of us, retirement planning involves dreaming. But a new survey shows that reality can intrude in unexpected and expensive ways.
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