Montes is unlikely to be able to stop working at 61 and afford a high-end continuing-care community, says Jaime Eckels, a ...

For individual clients, the Legislation provides estate and tax planning opportunities, including through the increase in the federal gift, estate ...

Contributing enough to your 401 (k) to get the full employer match, if your employer offers one, should be the bare minimum to avoid leaving free money on the table. But maxing out your contributions ...

One of the top questions I receive as a financial advisor is, "What exactly do you do and how can you help someone like me?" If you've ever wondered the same thing, you're not alone.

Why would Jay-Z and Beyoncé take out a $57M mortgage when they’re billionaires? Here’s what it means — and what regular ...

"If you are doing taxes the old-school way, then you're going have to be really careful about some of these rules," Thiago Glieger said.

Average yields for certificates of deposit with 5-year terms are down 10 basis points in the past year to just 1.33% APY, ...

Minimizing taxes on withdrawals from an Individual Retirement Account (IRA) relies not on a single silver bullet, but on a ...

If you definitely want to invest abroad, buying foreign equities or bonds directly, rather than overseas mutual funds, can ...

Covered call ETFs like SPYI, GPIQ, and IYRI offer high monthly yields and potential for market-beating returns, ideal for ...

JPMorgan Chase's new 6% coupon bond offers higher yields & and amid market risks. With equity market risks elevated, I ...

Retiring early requires careful planning, but a simplified one-page approach can help you stay focused on what matters most.