For many retirees, the idea of downsizing seems like the ultimate solution to simplify life and stretch retirement savings. Fewer rooms to clean, lower property taxes, and extra cash from selling your ...

A recent survey found that only 62% of adults are invested in the stock market through individual stocks, mutual funds or ...

Dear Quentin, I recently lost both my parents and inherited $240,000. Due to life choices (divorce) and living paycheck to ...

Discover how Greystone outperforms the market YTD. Enjoy partially federal tax-free income & boost your retirement strategy ...

New tariffs could increase prices and shake the markets. Here’s what retirees need to know about Roth conversions, big ...

When he becomes a GS-13 I can contribute less to his expenses. This allows him to contribute fully to his Thrift Savings Plan with Roth contributions. We have saved $6.5 million in 401 (k), IRAs and ...

The Trump administration has submitted a legislative package that would, among other things, eliminate cost-of-living adjustments for current and future workers retiring under the Federal Employees ...

Life and pensions company Chesnara has agreed to buy HSBC's UK life insurance business for 260 million pounds ($355 million) in cash, Chesnara said on Thursday.

I am contemplating retiring at the end of the year. I’m married and will receive two monthly pension payments; $3,600 from ...

The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...

A new survey by pension app Penny, shared with The i Paper, found almost half of respondents found transferring their ...