I am 60 years old and want to build a new house for $700,000. We have $1.5 million in 401(k) plans, including $500,000 in ...

Critics have called for an overhaul of the confusing rules that they argue often leave investors paying taxes in the wake of ...

"They also shouldn't tell you or in some way imply that because a certain investment has had a performance track record over ...

The years leading up to retirement are crucial, and you need to have a long-term perspective when planning during this period ...

While tax season may be over for the nearly 140 million Americans who filed their returns by April 15, a proposed ...

Whether you’re married, divorced, or unmarried, the nature of your relationship can have far-reaching consequences for your ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Next-generation advisors working as employees at registered investment advisor firms are encountering an unpleasant challenge ...

Over his 25 years at CIBC, Rory Mitz has met many clients in their 40s and 50s who are worried they are behind in their ...

The shift from retiring at 65 to 70 is a reflection of our changing world. While it may seem like a challenge, it’s also an ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Key Points Social Security may be looking at benefit cuts in about a decade from now. I’m doing my best to build a nest egg I ...