Ben Steverman

A tax bill passed in 2017 normally would go into effect in 2018, but the fear is that it could be retroactive, which happened once before under a President Clinton.

Failed marriages for aging baby boomers has doubled, forcing them to work longer and impacting financial planning, sometimes in the wrong way.

The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.

Under the current estimate, 2034 is the year when the administration can no longer pay full benefits. But the program should still be able to pay three-quarters of benefits at that time and for decades afterward.

Customers will have two investment options: an ETF-only portfolio and one that includes actively managed mutual funds, along with index funds.

If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.

Why would anyone spend $24 million to buy a 1% stake in the Yankees? For wealthy sports fans, it's cool — and can be one heck of a tax shelter.

You might expect aging boomers to postpone their retirements after watching stocks tumble. Instead, nearly 403,000 American workers and their spouses were awarded their first Social Security checks in January, the highest monthly total in three years.