Savvy investors plan to spend 2014 bonus checks, according to an E*Trade survey, but only some have really earned the right to do that.» Read More
A little known rule change is signaling just how meaningless the retirement vehicle has become.
President Obama's proposal to slow Social Security spending by calculating cost-of-living increases differently has given conservatives and liberals something in common: they hate it.
Long-term care insurance providers are hurting, and they are dreaming up new ways to share their pain with consumers. Here's how to cope.
Thanks to Social Security's complex rules, many recipients find out how to maximize their benefits only after it's too late to change their elections.
Amid speculation that the Defense of Marriage Act may be struck down, same-sex couples and their financial advisors are preparing for many possible changes in taxes and benefits.
In your quest to quit before traditional retirement age, it's easy to overlook some hard facts. Here are six questions to ask before you cut ties with the working world.
If you're concerned about affording your medical needs after you retire, start with an honest assessment of your current health-related costs.
Although the downsizing trend has yet to materialize in national data for baby boomers, the predicted benefits may be too good to ignore.
In a growing trend, Dairy Crest, one of Britain's top producers of dairy products, has transferred 20,000 pounds of cheddar cheese to its pension fund.
Older Americans looking for financial guidance encounter professionals using a bewildering array of letters after their names.
Policymakers and researchers are looking for low-cost ways to get people on the right financial track. The solutions may be simpler than we think.
Seniors looking for a reverse mortgage may have to look elsewhere for needed funds. Defaults on reverse mortgages has prompted a crackdown by the FHA.
Americans face sizable out-of-pocket medical costs when they retire and most have no idea of the magnitude. Here's how you can start preparing yourself.
A survey by the Pew Research Center found that more than a third of Americans like or even love doing their taxes.
The higher interest rates go, the more likely it is your retirement accounts will bump up against caps in the president's proposed budget.
Whether it's inadequate savings or a craving for change, more and more Americans are embarking on second careers. Here's how to find your ideal next act.
Fidelity's president proposed doubling the percentage of pay employers can put in automatically enrolled employees' 401(k)s.
You're just two years away from the big day, then, boom! Why financial advisers say Plan B should always be part of your retirement thinking.
President Barack Obama's budget plan would change how increases in Social Security benefits are calculated. Experts say that could be devastating to recipients who need cost-of-living adjustments to survive.
Twenty-somethings must invest early and often because there may be no safety net when they need it, CNBC guest contributor Michael K. Farr says.