Some financial rules can be way too rigid for real life. A values-based personal financial philosophy is a more flexible ...

In this week's Ask the Editor Q&A, Joy Taylor answers five questions on how to file a tax return for a person who died.

These mundane activities won't make you the life of the party, but they will set you up for a rich retirement. Discover the 8 boring habits that build real wealth.

At the national level, Americans need an annual income of at least $742,957 to break into the 1% club, according to BestBrokers. In 2026, more than 1.5 million U.S. households earn enough to be among ...

Importantly, Vanguard's relentless attack on fees benefits all investors because other asset managers are forced to compete on price. Indeed, the so-called Vanguard Effect has been revolutionary for ...

A resilient retirement plan serves as a flexible framework to address your income, health care, taxes and investments. You should plan to review it regularly so it can be adapted, no matter what ...

An inheritance can mean extraordinary freedom for your loved ones, but can also pose risks that could cause more harm than good. How can you ensure your family gets it right?

President Trump's State of the Union address touched upon several topics, including a new retirement plan for Americans. Here ...

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

Within that varied landscape, we found a handful of health care stocks that are poised for gains as the sector overall ...

Real estate, private equity and general partner stakes could benefit from future interest rate cuts. What are the risks and ...

Becoming "work optional" is about control — of your time, your choices and your future. This seven-step guide from a financial planner can help you get there.