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

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

Strange but true: seniors fear death less than running out of money in retirement. And unfortunately, even retirees who have built a nest egg have good reason to be concerned - with the traditional ...

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 ...

Democrats worry about impact on state services while Republicans promote the tax exemption as a boost to Missouri's economic ...

The Federal Reserve isn't in a rush to cut interest rates, which means you could be on the hook for more taxes next year on the interest you earn now. These moves can help you soften that blow.

REIT dividend yields are historically high. Click here to read more about a REIT portfolio generating $1,000 monthly dividend income.

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 ...