Data published this week shows it’s the primary reason people seek financial advice: 69% of all advice firms’ clients were ...

Most people today work until they are older: Only 11% of people ages 55 to 59 are retired, according to Gallup. That number nearly triples in the next older cohort of 60 to 64, and jumps to nearly 70% ...

The couple wants to leave a ‘reasonable’ inheritance to their 41-year-old son and stay in their Toronto home as long as ...

Working out how much of your retirement savings you can spend each year is the bedrock of a solid financial strategy in old ...

I'm looking for a second opinion on whether it makes more sense to sell my primary home and rent, or not. I've done a detailed analysis and would appreciate validation of both the numbers and the ...

I’m a single woman with no children, turning 63 years old this year but my family has longevity so I’m using 100 years old as my life expectancy mark for retirement planning. I have a combined ...

Lauren Witzke is trading the traditional 401(k) for a managed crypto IRA. Read how she’s balancing "FOMO" with a cautious, ...

What would you do with an extra $1,000? Not life-changing money, but enough to matter. The obvious advice: don't blow it. And ...

A new paper co-authored by Yale SOM’s James Choi offers a simple tool to approximate an optimal investment strategy.

The two-pot system has changed how retirement fund benefits are split and accessed. Here's the practical sequence that will ...

Retirement is a milestone that is years in the making. Many older workers spend considerable time and energy determining when to leave the workforce for good. Unfortunately, some have the rug ...

If you're 69, you have a final chance to plan for retirement taxes before RMDs and what you can leave to heirs.