Are you dreaming of the day work is an option? Are you on track for financial freedom or perhaps Coast Fire? Which is betst ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

Financial planners say several of last year's most effective strategies remain powerful ways to protect and grow your nest ...

In essence, if senior citizens are bracing for a tax bill with a Roth conversion, planners like Carroll and Cooper say the extra bonus is giving them more ability to take the sting out of that tax hit ...

Ready to retire? Here's how to swap your 'peak earnings' mindset for a 'preserve-plus-grow' approach instead of relying on ...

The traditional snowbird retirement of splitting time between two homes is giving way to strategic, permanent relocation, as wealthy Americans discover they can design a better life by choosing a ...

Asking how much you need to retire is a fun number to contemplate. It’s also the wrong question to be asking about your ...

In total, 42% of all U.S. adults are on track to have enough retirement savings, Vanguard finds. Generationally, millennials ...

Our reader needs a balance between supporting family and enjoying life. Holly McKechnie investigates his options ...

"OPM has not really handled, A, this new system before, and B, this many federal employees retiring all at the same time," said Thiago Glieger.

How to shift from the HENRY phase into significant wealth building.