A: Interesting questions. Before I answer them, let me clarify a term for some readers. You talked about “quarters of coverage.” That’s an old term that hasn’t been used in years. Younger readers ...

A TIPS ladder is a self-liquidating portfolio designed to provide inflation-adjusted income over a defined time horizon. In ...

Deciding when to claim Social Security is one of the most important financial choices many Americans will make in retirement.

You save every month, increase your SIPs when your salary rises and stay invested for years — yet many people lose confidence ...

Clients can invest through a range of accounts, including tax-efficient Isas and pensions, as well as a junior stocks and ...

Emotional land mines, old family dynamics, and unclear roles can deter and derail aging‑parent planning even for wealthy ...

Ali Hussain has a background that consists of a career in finance with large financial institutions and in journalism covering business. Halfpoint Images/ Getty Images Most retirees' biggest regrets ...

There are too many retirement dos and don’ts to count, but what would financial experts say is their number one simple piece of advice? Several financial experts were asked to share just one piece of ...

Some people chase stock gains. Others just want to know the bills will get paid. If you've got $100,000 and wonder what kind of monthly income an annuity might offer, the answer is simple—but not ...

Thinking of retirement as an end-of-life? No, it’s not. Retirement life is less of a happily-ever-after. It’s more like a consciously planned new chapter of life. If not planned, those years can be ...

Age 55 is highlighted as a pivotal point for considering early retirement and associated financial strategies. Roth conversion strategies can enhance tax efficiency when retiring early, especially ...