I’m 59 ½ and rolled $800K over from my previous employer plan into a Roth. But was that actually the right move?
Question: “I am 59 ½ and have $800,000 rolled over from my previous employer to a Roth. I…
‘I’m torn.’ I want to retire in 6 months, but how much professional help do I really need – and what’s the cost – to make it happen?
Question: “I currently have investments with a large investment company and plan to retire in six months. My…
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
‘Will Social Security run out?’ is the wrong question, economist says
People line up outside the Social Security Administration office in San Francisco. Getty Images Social Security, the federal…
Marriage can be great for your finances — but avoid these 3 mistakes
Published: Jan. 23, 2026 at 1:23 p.m. ET From an economist’s perspective, one advantage of marriage is the financial…
Yes, you still need an emergency fund in retirement. Here’s how much you should have. – MarketWatch
Yes, you still need an emergency fund in retirement. Here’s how much you should have. MarketWatch Surprise bills eat…
Financial risks of supporting adult children, according to experts
By some measures, Generation Z is the hardest hit by the affordability crisis. Even though young adults are…
I own a pool company in Phoenix and max my IRA each year. I think a SEP might be better for retirement savings, but my CPA told me ‘no.’ Who’s right?
Question: “I am a small business owner. I have a pool service in Phoenix, Arizona. I contribute to…
Financial Experts Share the Simple Retirement Advice They’re Giving To Clients in 2026
There are too many retirement dos and don’ts to count, but what would financial experts say is their…
Why retiring at 62 with $1.5 million saved can offer more security than staying at work longer
senior Caucasian couple sitting by car and drinking coffee after long drive during their roadtrip According to the…
Elon Musk says saving for retirement ‘won’t matter’ in 10 or 20 years. Here’s why that’s dangerous advice
Elon Musk has once again ignited discourse; this time over something most people treat as foundational to financial…
Rs 3.5 crore will not make you ‘rich’ in retirement. CA breaks down the uncomfortable math
For years, Rs 3.5 crore has been treated like the ultimate retirement milestone. Say this number out loud…