Discover how 401(k) balances in your 40s and 50s stack up and learn smart strategies to grow savings, such as catch-up ...

For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

While investing can involve some degree of risk, waiting to save for your future is almost always riskier. According to a ...

"Our mortgage rate is 2.5% and we have a $400,000 loan balance." (Photo subject is a model.) I am 58. My wife and I have a ...

High earners don't need to overhaul their investment strategy, but should revisit their retirement plan to understand how ...

You may be able to claim charitable contributions for 2026 if you have write-offs exceeding $32,200 for married couples filing jointly. For single taxpayers and married individuals filing separately, ...

(k) cathc up contributions. Ignoring these changes could get you in trouble with the IRS or cause a suprise tax bill.

If you have a roughly equal split of stocks and bonds, you may be safe to follow the 4% rule, which has you withdrawing 4% of your nest egg your first year of retirement and adjusting subsequent ...

Gen X faces a sizable retirement savings gap. But there are still practical ways for them to strengthen their financial ...

The 2026 retirement rules turn what used to be a quiet back-of-the-envelope decision into a real compliance test for anyone ...

With the January check on the way, let’s revisit the 2026 Social Security changes and their impact on retirees, employers, ...

The average Gen Zer has a 401(k) balance of $13,500, the lowest among all generations in 2025. But they've started saving earlier than any other generation, which gives them a huge advantage.