Retirement planning

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

Auto-enrollment is helping Gen Z Americans save much more actively than the 20-somethings of yesteryear.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Most working Americans think they'll need more than $1 million to retire comfortably, research shows. But their actual savings are nowhere near that.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

From home repairs to transportation, here's what seniors spend more on than they expect.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.

When it comes to accommodating older employees, not all jobs are created equal. Luckily, new research has ranked them for us.

A young lawyer in upstate New York wants to save in a Roth individual retirement account, but his salary is about to push him over the income limit. What should he do?

Millions of Americans take care of their aging parents, at great cost to their own nest eggs. That's where wealth managers come in.