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

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

A helpful rule of thumb is the 50/30/20 budgeting framework: allocate 50% of your income to needs (e.g., rent, food, ...

“Many of us have extravagant plans about what we wish to do in retirement – travel, renovations, upgrade the car once every ...

Don't let yourself fall into the same trap. I'm at an age where most of my peers aren't retiring. But in recent years, I've ...

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, ...

Financial Planning Week offers Britons the chance to bust the myths around taking financial advice and gain valuable free ...

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says Laurence Kotlikoff, an economics professor at Boston University. “Go big or go ...

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

As we move into 2025, the beginning of another new year provides an ideal opportunity to take an in-depth look at your ...

The first step is figuring out how much you need to save. During the 2022–2023 academic year, the average total cost for full ...

The beginning of the year is a great time to take a comprehensive look at your finances in anticipation of the year to come. While there are many unknowns that could impact your financial ...