Your tax refund isn't free money — it's your own cash returning to you. Learn how to leverage it for long-term financial ...

Economists have shown that when you compare portfolios with the same securities and values, and with the same average long-term rate of return, the timing of the withdrawals does make a difference.

Fidelity is one of the leading brokerage firms that offers a wide range of low-cost ETFs. Investors can find ETFs that fit their risk tolerance, and they offer quick portfolio diversification. Some ...

Sun Communities is a residential REIT that focuses on owning manufactured housing, residential vehicle communities, and marinas, though the company recently announced the sale of the marina segment ...

No one wants to see their portfolio nosedive right when they need the money most. By recession-proofing your portfolio, you can help protect your retirement savings from the adverse effects of ...

Various strategies, including bonds, life insurance, and annuities, can generate investment income during retirement.

There are eye-watering costs involved if a self-managed superannuation fund fails to make the correct pension payment or, worse, does not make any payments at all.

When planning for retirement, it often feels like you’re trying to solve a puzzle with missing pieces. The lead-up to this ...

Jamie Dimon's financial management wisdom has been honed by over 40 years' experience in the finance world with nearly 20 of ...

But even with modest expenses, living on just $600 a month may not be feasible. In 2023, average yearly spending for Americans aged 65 to 74 totaled $65,149, according to the Federal Reserve. And a ...

The country’s biggest pensions, known as the Maple Eight, oversee roughly C$2.3 trillion ($1.6 trillion), about a quarter of ...

Among all workers, Generation X was the most mixed in characterizing its confidence in retiring on its own terms, according to Fidelity Investments' latest 2025 State of Retirement Planning report.