Peter Cade | Photodisc | Getty Images Many retirees worry about how threats like inflation, living longer or market volatility could impact their nest egg. But one risk — higher expenses, including taxes after a spouse dies — could be less costly than expected, according to certified financial planner Cody Garrett, founder of Measure Twice … Read more
When to claim Social Security retirement benefits is one of the biggest financial decisions a retiree will make. Some social media influencers recently claimed to have cracked the code on that decision — but experts say the calculation they are using is missing crucial context. Start receiving Social Security retirement benefits at the earliest possible … Read more
Whitetea | E+ | Getty Images As the April 15 tax deadline approaches, some investors will soon make a last-minute individual retirement account contribution. Tax day is the deadline for 2025 IRA contributions, which typically brings a surge in deposits — and this season is no different, according to Fidelity Investments. During the two weeks … Read more
Alistair Berg | Digitalvision | Getty Images Older Americans stand to benefit from tax changes in President Donald Trump’s “big beautiful bill,” which went into effect for 2025. “What is the one group of people who are going to be benefiting most from tax changes in the past year? It’s almost certainly going to be … Read more
Izusek | E+ | Getty Images After weeks of stock market declines amid the U.S.-Iran war, some investors may be eyeing a chance to “buy the dip,” or purchase assets at temporarily lower prices, which can offer higher returns when the market rebounds. But the move carries risks, some advisors say. Buying the dip was … Read more
Getty Images | Rebecca Drobis “Strangers: A Memoir of Marriage” is a book about betrayal, heartbreak and loss. But for women, the financial lessons in it are paramount. In her bestselling memoir, author Belle Burden recounts the deeply personal dissolution of her marriage after her husband admitted to an affair and left her abruptly in … Read more
A customer shops in a grocery store on March 11, 2026 in Miami, Florida. Joe Raedle | Getty Images New economic risks have some experts warning about stagflation — a combination of low economic growth and high inflation. Persistent inflation above the Fed’s target and the job market slowdown had already prompted worries. Then surging … Read more
Milan Markovic | E+ | Getty Images If you’re married and in a single-income household, there’s still time to boost your 2025 retirement savings through a lesser-known strategy. The move entails using a spousal individual retirement account, which is a separate Roth or traditional IRA for non-earning spouses. The last chance to make retroactive contributions … Read more
Halfpoint Images | Moment | Getty Images Spouses who don’t ask one question — “your 401(k) or mine?” — could be losing out on retirement money, research finds. By failing to allocate retirement savings to the spouse with the employer that provides the highest match rate, couples may be leaving money on the table, according … Read more
On the heels of a massive publicity push, more than 1 million people have signed up for Trump accounts, according to a post by the White House on X — well ahead of the July launch date. The “free money” is likely a major incentive. The federal government has said it will make a one-time $1,000 … Read more