When to help an aging parent with finances, and how to do it
As an adult, a point may arrive when you realize that your aging parents or other older relatives…
‘Survivor’s penalty’ can follow after a spouse dies. What to expect
Peter Cade | Photodisc | Getty Images Many retirees worry about how threats like inflation, living longer or…
Social Security COLA 2027 estimates rise with inflation
A man walks by the dairy section at a supermarket in Houston, Texas, on March 17, 2026. Ronaldo…
Social Security break-even analysis may skew claiming decisions: experts
When to claim Social Security retirement benefits is one of the biggest financial decisions a retiree will make.…
Trump said $465,000 in retirement savings is ‘rich.’ Is it?
President Donald Trump holds up an executive order during an event in the Oval Office of the White…
K-shaped economy ‘alive and well,’ expert says. What new research shows
The so-called K-shaped economy is becoming more pronounced, new data shows. In the aftermath of the Covid pandemic, the…
Social Security earnings test can reduce benefits for retirees who work
If you receive Social Security retirement benefits and are still working, you may see your monthly payments reduced,…
Annuity sales are booming — but not the ones best for lifetime income
Alistair Berg | Digitalvision | Getty Images People saving for retirement have a common goal: Build an adequate…
How to write a good AI prompt for personal finance
Nurphoto | Nurphoto | Getty Images Many Americans are turning to artificial intelligence for financial advice. But getting…
Many Gen Z adults still get financial help from their parents
Anchiy | E+ | Getty Images Relying on your parents for money can help you to become independent.…
The deadline for 2025 IRA contributions is April 15. Who qualifies
Whitetea | E+ | Getty Images As the April 15 tax deadline approaches, some investors will soon make…
401(k) balance growth comes with retirement planning pitfalls: advisors
M Swiet Productions | Getty Images Gregory Hutchison, 72, is living most people’s retirement dream. After a nearly…