Lee Conrad

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.

One state has two of the top three cities in terms of boomer debt.

A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

Grandparents are advised to give cash gifts without putting their future financial security at risk.

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.

There are still several moves that clients can make to reduce their 2018 tax bill.

New innovations increase participation by making it easier to save and invest for retirement, an expert says.

Parents should have a smart plan on how to help their adult children returning to their home without putting their own retirement at risk.

Only about 20% of Americans know the amount of contributions they can make to their 401(k) plan, according to a new study from TD Ameritrade.

Dental expenses can eat away a considerable amount of retirees’ savings, but these costs are important to prevent health complications and other medical expenses.

There are a lot of options — and potential missteps.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

The U.S. is one of the few countries that doesn’t have paid family leave, and it can cause families hardship around the time of a birth, says an expert.

The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

Seniors will face a 20% penalty on top of income taxes if they withdraw funds from a health savings account for non-medical expenses before the age of 65.

Not having a full understanding could hurt workers’ retirement prospects by causing them to possibly miss out on their employer’s match or not reducing their taxable income as much as possible.