Retirement dreams should go beyond thoughts of warm climates and include a hard look at how different states treat retirees financially.
Millions are still out of work and trying to stretch every dollar. If you’re in this boat, keep in mind some tax breaks for the unemployed.
Keeping assets in a variety of accounts that are treated differently at tax time is essential to retirees. Here's how to do it.
When it comes time to start taking money out of your nest egg, where should you start if you have a variety of assets and accounts?
In a shaky job market, it may make sense to take out a home equity loan as a precaution in case you need the cash in your rainy-day fund.
Municipal bonds have long been the darlings of fixed-income investors, but “downgrade risk” now looms over this market.
Taking on debt later in life can be a struggle. How much debt can you sensibly bear after retirement begins?
A new study shows some disturbing trends in health care costs that might make retirement extremely tough for aging baby boomers.
Because ETFs are structured differently from funds, investors should ask a few extra questions. But what are they?
Many families turn to brokers to help them find the right 529 plan for college savings. Is it worth the extra cost?