Retiring and Investing

Both offer some attractive features in terms of security and growth, which can appeal to risk-averse investors. But there are important differences too.

The timing decision most often depends on the goal you are trying to achieve.

A consistent, diversified investment strategy over time can help you reach your financial goals.

By starting early, younger workers can achieve greater returns via an IRA or 401(k).

These stories always end the same: The supposed “romantic partner” and the money disappear.

If you had to tap a 401(k) or the like to get through a tough patch or handle sudden expenses or costs, have a plan to recoup savings.

You need to appreciate the many financial and technological risks and proceed with much caution.

REITs can potentially help diversify your portfolio, but they also come with risks.

Our moving checklist for retirees can help you manage an out-of-state move. Learn what to do about health care, estate planning, and more.

There are three basic options for retirement accounts like a 401(k) plan if your leave your employer.

Could you or your heirs owe estate taxes and inheritance taxes? Find out who pays them, how they’re calculated, and how to reduce them.

Understand the level of risk you are personally willing to accept before committing money to investments.

Despite inflation and monetary policy headwinds, 2024 topped consensus expectations. But as we enter 2025, several questions remain.

A new law may mean a boost in payments for many workers and their spouses. There could be retroactive benefits from 2024 as well.

Both simple and complex rules can affect how much Uncle Sam takes when money from an annuity is distributed.

Protect your portfolio against a market downturn with diversification, asset allocation, or an annuity.

The size of the monthly benefit check depends on a combination of wage history, marital status, longevity guesswork, and retirement decision-making.

There is a basic miscalculation with not starting early when it comes to planning for your financial future.