While these behind-the-scenes processes may be invisible to participants, they create a hidden friction that manifests as ...

Each month, I take a "pay yourself first" approach. I automate savings before I spend my income so I'm able to stay on track as far as my goals are concerned. I also spend my money carefully in ...

Asset allocation is one of the most important strategies for achieving financial goals. It means deciding how to divide your ...

One in five Baby Boomer workers has less than $50,000 saved for retirement. Here are a dozen things you can do to help shore ...

Learn about investment advice, including its definition and the importance of establishing goals. Discover investment ...

Creating a structured spending plan is the cornerstone of reaching your retirement goals. Even high earners can be ...

I was chatting with a friend the other day about his retirement—possibly an early one. At age 60, he has worked hard, saved ...

Writing down your retirement and income plan in an investment policy statement can help you resist letting a bear market ...

Higher (or lower) rates can be painful in some ways and helpful in others. The key is being prepared to take advantage of the ...

Waiting until age 70 to claim Social Security can boost benefit checks by 24% compared with claiming at full retirement age for those born in 1960 or later. On the other hand, starting benefits early ...

“Fixed-income returns risk not keeping pace with inflation,” said Cal Spranger at Badgley Phelps Wealth Managers in Seattle. It’s a good idea to have other assets to draw on in case extra, unexpected ...

Older investors may consider a bond ladder amid tariff-induced stock market volatility. Here’s what to know about the ...