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?

Vancouver is the ninth most livable city in the world, a new report has found.

Jamie Golombek: Failure to file the form can lead to a late-filing penalty of $25 per day to a maximum of $2,500, plus arrears interest

Your financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.

Pulling up stakes and moving your family — and your money — abroad isn't for the faint hearted, not least because of ultra complicated tax and banking rules.

The paradox of retirement freedom is that the system you retired from gave you order but took away control. True freedom lies in giving life a new structure.

Finding income investments in retirement requires a careful balance. Here are five ways to boost your cash flow without taking on unnecessary risk.

An inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion is still your portfolio’s best line of defense.