These three money tips can help make that happen ... However, if you're still working at 73, you don't have to take RMDs from a workplace retirement plan, such as a 401(k), as long as you don't own 5% ...

When lawyer Byron Koster was contemplating an early retirement in 2019, he thought back to his university days studying ...

Bestselling personal finance author Dave Ramsey explains his views on 401 (k) plans — and in particular, whether saving for a ...

If you’re ready to retire, put more of your money to work today. Don’t wait to do it.  Just do it. Get in touch with your ...

Micro-retirements are longer than vacations but shorter than permanent retirement. It’s an extended period to recharge. But ...

Notably, nearly one-quarter of employers now provide coverage for the expensive GLP-1 diabetes and weight loss drug, SHRM’s ...

Numerous factors can affect a couple's retirement plan, so early communication is key. Consider these tips about what to ...

One Big Beautiful Bill' makes 529 plans more flexible, some skeptics say the education savings plans still may not be ...

Saving more money is a perennial resolution, but emotions shouldn’t drive that habit, financial experts say. Instead, be ...

The savings plan offers tax-deferred growth and tax-free withdrawals when you pay for things like tuition, fees, supplies, computers and textbooks. While there is a $10,000 annual withdrawal limit for ...

Each Jan. 1, I plan to re-amortize the current portfolio value using the same 3.5% return but over one fewer year. The goal of this approach is to estimate what I can safely spend that year, if ...

Planning for retirement can feel overwhelming. It's tricky to estimate how much you'll spend and how much income you'll need to cover those expenses. There are always curveballs in ...