As Social Security barrels toward projected cuts, some wonder if a newly launched federal savings initiative could effectively privatize the program.

529 plans offer convenience and potential tax benefits when saving for education. That said, there are still a range of rules you’ll need to know (and follow).

When your savings are meant for the next generation, your investment timeline isn't yours anymore. Our Wealth Wise columnist explains how to adjust.

Preventive health spending is a type of risk management that can lower future costs while protecting your health and your money. Here's how it works.

Everyone — not just corporate executives — should map out their finances, tax strategy and healthcare needs to be ready for retirement on their own terms.

Feeling secure enough to retire can be hard to define, especially during periods of economic uncertainty, and the decision isn't always about affordability.

Often called the Great Wealth Transfer, the inheritances are expected to be the largest passage of generational wealth in history.

Give some thought to how your identity, your relationships and your routine will change. Teresa Amabile is a professor emerita at the Harvard Business School and coauthor of Retiring: Creating a Life That Works for You. You and your colleagues conducted more than 200 interviews, including multiple interviews over several years, with 14 professionals who were making the transition to retirement. Why did you focus on that demographic? So much research has shown how health and wealth affect

think you have all the rules down pat? even longtime benEficiaries are stumped sometimes.

you asked, we answered. this advice will help you HANDLE the system’s most common challenges.

These moves will help ensure your money lasts as long as you do, even in Today’s UNCERTAIN economy.

Funds make it easy for do-it-yourself investors to add alternative investments to a balanced portfolio.

Whether you stop working after a job loss or on your own terms, these moves will help you stay on course. RETIRING early gives you more time to enjoy life while you’re younger and healthier, but it also has some complications: You’ll pay a penalty if you withdraw money from most retirement savings plans before age 59½. You’ll need to find health insurance to cover you until you’re eligible for Medicare at 65. Your retirement savings may need to last through a period almost as long as your

The sweeping legislation ushers in big changes that affect savers and retirees. Make these moves now to take advantage of them. THE One Big Beautiful Bill Act, signed into law in the summer of 2025, has wide-reaching implications for taxpayers. From an extra deduction for those who are 65 or older to new tax breaks for charitable givers, the legislation contains a plethora of provisions that could lower your tax bill—or in some cases, increase it. Just as noteworthy as the new rules are ones

MANY LARGE BROKERAGE FIRMS OFFER ACCESS TO A FINANCIAL ADVISER AT A LOW COST. SHOULD YOU TAKE THEM UP ON IT?