What to know about upcoming benefit increase
Erik Isakson | Tetra Images | Getty Images The Social Security cost-of-living adjustment for 2026 is expected to…
Pros and cons of robo-advisors versus human financial advisor
Alvaro Gonzalez | Moment | Getty Images In some cases, an investor can simply rely on a robo-advisor…
The two-step plan that can be ‘incredibly helpful’ for your savings
Xavier Lorenzo | Moment | Getty Images Many of us set savings goals. But we don’t always follow…
Workers feel stuck in their jobs. It may be costing the U.S. economy
Americans aren’t quitting their jobs — and that trend is changing the way the labor market functions. Since…
Treasury, IRS finalize rule for 401(k) catch-up contributions
Kate_sept2004 | E+ | Getty Images The IRS and U.S. Department of the Treasury this week finalized rules…
‘No tax on tips’ offers planning opportunities. What to know first
Hispanolistic | E+ | Getty Images President Donald Trump’s “no tax on tips” deduction offers financial planning opportunities…
‘Super catch-up’ 401(k) contributions for 2025 are still in play
Kate_sept2004 | E+ | Getty Images If you’re an older worker who wants to boost retirement savings, you…
Retirement will ‘take a miracle’ for 21%, Natixis survey finds
Helovi | E+ | Getty Images Americans are feeling more optimistic when it comes to retirement. Just 21%…
IRA, 401(k) millionaires hit record highs
Retirement account balances, which fell at the start of the year due to market volatility, bounced back in the…
I’m a CFP and personal finance reporter. How I plan for open enrollment
Azmanl | E+ | Getty Images As a certified financial planner and personal finance reporter, I spend a…
Global retirement systems compared for long-term security
Retirement funding looks very different depending on where you live. While the United States leans heavily on voluntary…
How Roth conversions could slash Trump’s $40,000 ‘SALT’ deduction
U.S. President Donald Trump signs the sweeping spending and tax legislation, known as the “One Big Beautiful Bill…