The California State Teachers’ Retirement System, the second-biggest US pension, is pulling its roughly $1 billion investment ...

The Missouri House passed a bill to eliminate state income tax on long-term capital gains, mainly along party lines. The move, projected to cost the state treasury significantly, is aimed at aiding ...

If retiring cold turkey isn’t for you, consider a phased retirement that lets you scale back at work and ease into retirement ...

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

If your client has a life income fund (LIF) that earned big returns in 2024, they may have the opportunity to unlock a larger portion of the LIF this year, depending on the governing province.

A bond ladder is a portfolio of bonds that mature at intervals —and you may want to open one before interest rates fall ...

Being single may have plenty of benefits but it could leave you with a retirement shortfall. But even as a single person, ...

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

Taxation on Social Security benefits can significantly affect retirees' net income, influencing their choice of residence and overall financial planning. Colorado, Connecticut, Minnesota, Montana, New ...

Some people got the memo early about the importance of living below their means while scrupulously saving and investing for ...

The 4% rule is based on a common retirement investment mix -- a 50/50 split between stocks and bonds. This asset mix is ...

When one approaches retirement, a lot of big financial decisions need to be made. And, of course, one needs to be informed ...