Investors hoping to ramp up on tax-free retirement income just might rejoice after recent market tumult. That's because falling values in your traditional IRA might make a Roth conversion more attractive. » Read More
By: Tim Mullaney
There are straightforward ways for retirement investors in need of income to play rising interest rates without being wiped out by falling bond values. » Read More
By: Lorie Konish
Social Security benefits will get a 2.8 percent boost in 2019. Find out now how much more money you stand to receive. » Read More
By: Mitch Goldberg
The yield curve inverted on Tuesday between short-term Treasury bonds and the five-year. It wasn't the "big" inversion — that is when the 10-year yield drops below the two-year. But the situation is alarming. In a word: recession. » Read More
20-somethings may regard financial planning as premature, but there are strategies millennials can implement regardless of debt or income level.
Joshua Harris said it's a "time to be cautious" and that Apollo is still looking for investments in sectors that are still relatively depressed.
It's only a matter of time before interest rates rise. Investors who haven't repositioned bond allocations in portfolios should do so soon.
While most retirees don't need to have life insurance, others--such as debtors, investors and those with disabled children--may want to keep coverage.
The final stage of recovery for a widow—transformation—is a time of fulfillment, when she is ready for more advanced wealth-management issues.
Bonds are pretty clearly a bad job, with returns relatively meager and prices set to fall, but yield-seeking investors keep pushing money their way.
With the Fed paring back its bond-buying program, retirees are bracing for volatility in bonds, but financial advisors are not overly concerned.
The top advice retirees would give to younger workers: Start saving now for retirement in order to max out compounded-interest gains.
Hobbyists frustrated with traditional markets and able to sit on investments for decades are turning to tangible assets, such as rare stamps.
Moving past grief into growth, widows must take charge of finances, updating their own estates and making decisions better suited to their new status.
Rising interest rates will impact consumer finances beyond bond portfolios, affecting credit card bills, mortgage refinancing, auto loans and more.
Scammers are exploiting fears over the Heartbleed bug, so purported security fixes might be ploys to get consumer financial information.
A lack of insurance literacy could result in a costly surprise when it comes time to make a claim. Here are some common oversights to be aware of.
Estate-planning blunders, from not signing health-care directives to leaving living trusts unfunded, are common—even among the fiscally prudent.
Some investors collect classic or antique toys for fun and profit; while toys can yield returns, the trick is knowing what you're doing.
Advisors say clients weren't interested in the April 9 release of Fed meetings minutes but still care about the Fed's impact on monetary policy.
With higher interest rates looming, investors are about to get schooled in the difference between investing in individual bonds vs. bond funds.
A victim of financial elder abuse, actor Mickey Rooney died at 93 with just $18,000 in the bank. A look at how to combat this national epidemic.
In early stages of grief, the newly widowed should seek emotional support and take stock of basic finances but postpone larger money matters.
New legislation will ease the bite of the AMT for many, but nearly 4 million Americans will still pay upward of $6,600 in extra taxes for 2013.
Investors hoping to ramp up on tax-free retirement income just might rejoice after recent market tumult. That's because falling values in your traditional IRA might make a Roth conversion more attractive.
There are straightforward ways for retirement investors in need of income to play rising interest rates without being wiped out by falling bond values.
Social Security benefits will get a 2.8 percent boost in 2019. Find out now how much more money you stand to receive.