Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That’s Wrong
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Retiring at 62 With $2 Million Means Burning Through $380,000 Before Social Security Even Starts
A married couple—ages 62 and 60—sits on $2 million in retirement savings, a paid-off $650,000 home, and guaranteed…
How Canada’s top earners manage money — and how the 15/65/20 system can work for almost any income
Middle-aged man Wealthy families often hire financial planners, tax specialists and investment professionals to help manage their money.…
What investors need to know
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k)…
5 big purchases retired boomers wish they could undo. Here’s how to avoid the same fate
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Don’t make these common money mistakes
Powerball’s $1.7 billion jackpot may create a new ultrarich winner, but financial planners say what happens after the…
These big 401(k) changes are coming in 2026 — what it means for you
Kate_sept2004 | E+ | Getty Images As 2025 winds down, many financial advisors are preparing for 2026, which…
Politics is now the No. 1 money worry, financial planners say
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff…
Here are some of the biggest required minimum distribution mistakes
Luis Alvarez | Digitalvision | Getty Images As December approaches, some older Americans must soon take required withdrawals…
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
Year-end is popular for Roth conversions — when to make an exception
Prasit photo | Moment | Getty Images As the calendar winds down, some investors may be eyeing Roth…