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Behind the estate tax rate, IRS tax rules seem to bend to accommodate successful investors who want to preserve their wealth for another generation.
United Technologies uses target-date mutual funds that incorporates annuities that offer a guaranteed monthly payout.
The average American is no longer financially distressed, according to one study. Now families are waiting for the national economy to do its part.
Many Gen Xers fear they will never make up ground lost in the deep economic downturn of 2007 to 2009.
Investors want to be defensive, but have come to realize that the risk of stocks beats the alternative.
Millions of parents who have taken out loans to pay for their children’s college education have since fallen on tough times because of the recession, health problems and job loss.
Now that Obama care appears to be here to stay, it’s time to make plans based on the changes in the Affordable Care Act.
More than 50 million people have scores of 785 or higher, and they exhibit “strikingly similar” credit habits.
Obama's comeback among Latino voters may have something to do with their optimism about their personal finances.
A new survey finds that 83 percent of retirees claim Social Security early in part out of worry for the program's health.
While salaried employees worked if they could, often from home after Hurricane Sandy, many of the poorest New Yorkers faced the prospect of losing days, even a crucial week, of pay on top of the economic ground they have lost since the recession. The New York Times reports.
The Amex and Wal-Mart venture could change what it means for the long-term viability of the prepaid card market’s old guard.
Property owners who are ready to move to a less flood-prone area may find relief in a new program.
Callers touting hurricane-related investments may be scam artists capitalizing on the storm.
Home owners in Sandy's path face an unpleasant reality: property damage caused by flooding is unlikely to be covered by insurance.
Retailers are relying on part-time workers, a trend that has frustrated millions of Americans who want full-time jobs.
Americans are taking on more debt than they are shedding, indicating a more resilient recovery is near.
A new study suggests that many workers are waiting to retire at least until they are eligible for Medicare.
Nowadays, however, neither customers or banks are feeling the love. Click ahead to see the fees that are causing the most trouble for banks and their customers.
There’s more to high-school popularity than just being elected prom-king or prom-queen, a recent study from a top economic research organization has found.
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