The Tax Cuts and Jobs Act lowered tax rates for most taxpayers and nearly doubled the standard deduction. Most provisions of ...

Caring for aging parents isn't cheap. However, many millennials are currently -- or will soon be -- trying to fit the cost of their elderly parents' long-term care into their budget. As of 2023, ...

Social Security is a safety net most Americans believe they'll be able to access when they retire. However, the important ...

Many people love rules of thumb, like the 50/30/20 budget rule, which entails spending 50% of one’s income on needs and ...

Until your needs for the next chapter of transition or retirement are put on paper, there is likely fear about the unknown.

Tracking her spending before retirement gave Clark the info she needed to build a realistic budget that she could live on. “I’ve tracked my income and spending in the same spreadsheet for ...

January is the perfect time to make some financial moves, like rebalancing your portfolio or making sure you're getting the ...

What sets high-net-worth individuals apart when planning for retirement? It's not fancy investments or exclusive strategies - ...

Retiring can be an intimidating step, no matter what age you are. Stretching a limited income to cover all your expenses is tough. But Eleanor Clark has figured out how to live comfortably on ...

In 2025, retirement savers have a new opportunity to set aside money through their 401(k) plans and IRAs. Here’s what experts ...

The FIRE movement requires a strong focus on money management, budgeting and investing. Depending on the type of lifestyle ...

There’s a widespread rule of thumb that retirees need about 70% to 80% of their pre-retirement income. However, this ...