Key Takeaways An Employee Benefit Research Institute survey found that more than two-thirds of retirees had outstanding credit card debt in 2024, up from 40% in 2022....

Key Takeaways Some provisions related to the Secure 2.0, a federal retirement law, will go into effect in 2025. Workers ages 60, 61, 62, or 63 will be able to make...

Retirement Vs. Resignation: Which Is Better? There is a big difference between retirement and resignation. However, both involve leaving your place of work. If you...

Navigate these tax and retirement milestones to optimize savings and avoid penalties. Staying on top of year-end tasks helps you avoid penalties and take full advantage...

The Social Security Administration has announced the 2025 final COLA, wage cap, and amount needed to earn SS credits. Anticipating changes coming to Social Security in...

Downsizing for retirement is a good way to simplify your life and cut down on expenses. Making some key changes, like moving into a smaller home, could reduce financial...

Retirement: the wonderful time of life when you no longer have to work for your money. Instead, your money is finally working for you. If you’re well on your way to...

Key Points Many Americans face a retirement savings shortfall, but setting aside more could get easier for some older workers in 2025. Enacted in 2022, the Secure Act...

The Federal Reserve just reduced interest rates for the first time in four years. Here’s how it will impact borrowers and saver What goes up must come down, and after...