If you’re in the 29 percent of women between ages 50 and 64 who are single, you may be wondering what retirement will look like. Saving and planning for retirement is already a difficult journey for many, and those who rely on a single income face even more unique challenges than those who are marri...

This is it. You’re zeroing in on your retirement years. You’ve been planning this for decades, but are you really ready? If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career. Here’s what you should be doing to prepare.

Invest ...

Whether you’re brand new to investing or you have an established portfolio, balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like? And how do you keep your portfolio consistently balanced? Here are the dos and don’ts of balancing your...

When we’re young, we have so many lessons to learn—one of the most important being how to manage our money. If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financi...

The Biden administration has proposed higher taxes for the nation's highest earners to pay for new legislation. The president advocates returning the top tax rate to 39.6% for individuals earning $452,700 or more, and married couples with more than $509,300 in combined taxable income. (1)

This top ta...

The coronavirus pandemic worsened income and wealth disparity in the U.S. (1) However, if you were on a good path for retirement planning and financial stability, chances are you were in the group that came out ahead.

According to the latest Retirement Confidence Survey by the Employee Benefit Resear...

Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and local shutdowns due to the spread of the coronavirus, there was less demand for products and services. While online shopping was up, foot traffic in stores languished, and retailers ...

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market for stocks. This demographic represents about a quarter of households in the U.S. (26.8%) and a similar share of

household net worth (26.9%). However, ...

As the Social Security Trust Fund approaches its expiration date, many existing entities offer funding alternatives. For example, the Association of Mature American Citizens (AMAC) recommends a combination of changing how the cost of living adjustments are made, delaying retirement age, and updating...

One of the provisions included in the Tax Cuts and Jobs Act of 2017 was the Qualified Business Income (QBI) deduction. It is designed as a tax break for small businesses or self-employed individuals and is comparable to the enhanced tax breaks legislated for larger companies. However, while the corp...