According to the 2024 Devenir & HSA Council Demographic Survey, assets in HSAs reached $146.64 billion at the end of 2024, an increase of almost 16% from the year-end 2023 total of $123 billion. HSAs ...

Tax exposure can significantly impact the earning potential of retirement savings. By taking steps to maximize tax advantages ...

Fidelity Investments® today shared its 24 th annual Retiree Health Care Cost Estimate, revealing that a 65-year-old retiring ...

Fidelity estimates that a 65-year-old retiring this year can expect to spend an average of $172,500 out-of-pocket on ...

Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say ...

But the approach can be useful for other savings and investment goals, too, including covering long-term-care costs out of pocket. I wrote last week about how to decide how much to set aside for ...

The largest bank in Missouri, which completed the acquisition of Heartland Financial USA early this year, is on track to ...

Maxed out your 401(k) contributions, but still want to tuck away money for retirement? Here are seven ways you can take advantage of being a super saver.

But not every tax-deferred account is a win. Some can actually cost you more in the long run. Fees, tax rates, and withdrawal ...

While you'll often hear these common rules about retirement, you should likely ignore them as they may not be right for you - ...