Lee Conrad

Growth funds have performed best over the past decade, outpacing value funds.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

The proposed budget includes a provision that would give Medicare recipients the option to contribute to a health savings account, which would offer various tax benefits.

Although smaller companies could be volatile, those that pay dividends tend to be more mature and profitable.

Both long and short investments focused on volatility were mostly crushed lately.

Raising the payroll tax is the easy way (in theory); here are other solutions for funding the Social Security shortfall.

Younger investors may see the market's swing as just another fluctuation in the market, while assuming that time is on their side. Older investors, on the other hand, may be far more stressed.

The top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.

Even if those assets are used to pay for nonmedical expenses, an HSA can still be ahead of a 401(k) plan or an IRA.

Clients have a hundred—if not a thousand—possible options to consider when claiming Social Security benefits.