Retiring at 62 With $2 Million Means Burning Through $380,000 Before Social Security Even Starts
A married couple—ages 62 and 60—sits on $2 million in retirement savings, a paid-off $650,000 home, and guaranteed…
8 Key Signs You’re Ready To Retire Early (Even If Your Financial Advisor Disagrees)
For many Americans, the dream of early retirement can feel out of reach, especially when financial advisors warn…
What investors need to know
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k)…
5 big purchases retired boomers wish they could undo. Here’s how to avoid the same fate
Lucigerma / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
Politics is now the No. 1 money worry, financial planners say
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff…
7 Most Effective Retirement Planning Moves of 2025 You Should Take Into 2026
After a rollercoaster 2025 marked by tariff repercussions, confusing inflation signals and market ups and downs, retirement savers…
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
Here’s What My Wealthy Retiree Clients Splurge and Save On
The wealthy often play by a different set of rules. While most retirees watch every dollar, high-net-worth individuals…
Year-end is popular for Roth conversions — when to make an exception
Prasit photo | Moment | Getty Images As the calendar winds down, some investors may be eyeing Roth…
First Guardian, Shield superannuation disasters expose deep flaws in Australia’s $4.3 trillion retirement system
Utterly broken after investing almost $370,000 of her retirement savings into the now-collapsed First Guardian Master Fund and…
Roth 401(k)s offer tax-free growth — but few workers use them
Marco Vdm | E+ | Getty Images For many investors, workplace retirement plans build long-term savings via automatic…