Retiring and Investing

If you lost a spouse, research your filing options carefully. The choices matter for your benefits.

Couples can maximize their lifetime payout by planning ahead.

Women plan well for retirement, but they still lag behind men in account balances.

A look ahead at opportunities and headwinds.

Singles research claiming strategies to maximize their retirement income.

A look ahead at how markets may respond to new tariffs and trade wars.

Transferring real estate to the next generation offers unique tax-saving opportunities and logistical challenges. Explore strategies, benefits, and pitfalls of this approach.

The math for future Social Security benefits indicates big changes ahead, so you might want to prepare for the worst while hoping for the best.

If you’re among those who’ve under-saved for retirement, it’s not too late to start getting things on track.

Sudden market drops point up the value of long-term investing horizons and diversification.

Sometimes paying a mortgage during retirement can be financially viable.

The market clearly has not liked the uncertainty around tariffs recently. Does that mean bigger problems ahead for investors?

The order of investment returns each year can actually be more important than the returns themselves.

For some, age 63½ might be the right age to retire, instead of holding out longer.

A retirement funded by interest income alone needs sufficient savings and a plan to offset inflation.

It’s up to you to keep track of your nondeductible IRA contributions, lest the IRS tax you twice.

Contributing to qualified retirement plans, like a 401(k), is just part of the equation.

Businesses will need to focus on strategic solutions, quality assets, and strong partners to navigate the likely changes ahead.