Even with less itemizing, there are still tax documents you want to retain for years to come. Fewer taxpayers are itemizing in the wake...

Why a middle-class woman may end up less ready to retire than a middle-class man. What is the retirement outlook for the average...

Setting a strategy down may help you define just what you need to do. Many people save and invest vaguely for the future. They know they...

If you are starting at or near 50, consider these ideas. Do you fear you are saving for retirement too late? Plan to address that anxiety...

Who should inherit your IRA or 401(k)? See that they do Here’s a simple financial question: who is the beneficiary of your IRA? How about...

Once away from work, your cost of living may rise before it falls. New retirees sometimes worry that they are spending too much, too...

A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an...

A recent poll of pre-retirees suggests that truth risks being ignored. Steady income or a lump sum? Last year, financial services firm...

Think about these matters before you leave work for the last time. Retirement planning is not entirely financial. Your degree of...

A review of some options for federal and private loans. Are you dealing with student loan debt? Have you explored ways to try and...