Lynnley is a business journalist who previously worked for Bloomberg, The New York Times, Newsweek and The Boston Globe. She spent seven years in the 1990s in Russia, where she covered energy and commodities for Reuters in Moscow. A graduate of Princeton University, she is fluent in Russian. In a recent cover story, she examined how some
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Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.
February 28 -
New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.
February 26 -
A new study found that opting for an in-state plan isn't always the best choice.
February 21 -
Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.
February 16 -
With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.
February 14 -
The nation's tax collector decided that it won't tax state rebates and refunds issued last year, just one week after telling taxpayers to hold off on submitting a federal return.
February 12 -
The agency said unexpectedly that it was still deciding whether state rebates to taxpayers were taxable income.
February 8 -
A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.
February 7 -
Recession? Rebound? Here's what 5 leading Wall Street institutions are seeing this year.
February 2 -
Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.
January 31 -
A Nationwide survey suggests that a hefty chunk of America plans on working longer.
January 25 -
A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.
January 24 -
The 2023 season just opened, but you should still plan now for next year.
January 24 -
A new study from YCharts shows which type of financial advisor is best at communicating with clients, along with investors' changing priorities.
January 18 -
Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.
January 17 -
Despite a down 2022, these funds were the best over the last decade.
January 15 -
Additionally, one in three adults with long-term nest eggs pulled out money for daily living costs, a U.S. News & World Report survey found
January 10 -
SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.
January 10 -
Some household-name retailers got slammed. They weren't the only ones.
January 8 -
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