Boost retirement income with home equity

Including a reverse mortgage can update the 4% withdrawal rule strategy.

Measuring the 'Trump rally' against past presidents

Beginning with the first term of the Eisenhower administration, the stock market has welcomed Democrats and Republicans alike with both warmth and cold shoulders.

Schwab's Jeffrey Kleintop is bullish about these global markets

The chief global investment strategist at Charles Schwab makes a strong case for broad global diversification in client portfolios.

Your Lifestyle

U.S. economic expectations hit 3-month high

Consumer Comfort Index showed 35% of respondents saying that the economy is improving, while just 27% say it's deteriorating.

Your Lifestyle

Betterment launches 'free' charitable-giving platform

Robo-software provider lets investors donate directly from their accounts, and will not charge charities with less than $1 million on the platform.

Tax and Estate Planning

Everything you need to know about the Senate GOP tax proposal

Here's how the Senate proposal compares with the House version so far on key areas.


Someone tried to hack my Social Security account

Government website offers tips to protect personal data, but gaps may remain.

Your Portfolio

Bills to bolster accredited investors, alternative investments gain momentum

Bipartisan pitch tries to expand pool of people who qualify, ease regulations.

Tax and Estate Planning

Tax bill has huge changes for firms, individuals

The House legislation includes "no changes" to popular 401(k) retirement plans, but includes a measure to cut the corporate tax rate to 20%.

Your Lifestyle

The coming financial caregiving crisis

How financial advisers can assist clients in unchartered waters.

Tax and Estate Planning

Tax plan secrecy evokes frenzy of concern from lobbyists and lawmakers

President Trump has promised the middle class will be the biggest beneficiaries of the tax overhaul plan, to be released Nov. 1.


Taking the Medi-scare out of retiree health-care costs

Annual open enrollment season offers chance to defang drug expenses.


Pre-retirement earnings can limit Social Security survivor benefits

Life insurance can fill the gap when a survivor's earnings jeopardize benefits.

Your Portfolio

Why are investors still flocking to bonds?

Two hints: They're getting older and still feel the burn from bear-markets past.

Retirement, Your Lifestyle

Funding options for long-term care

Mechanisms for covering the costs include insurance products, Medicaid and self-funding.

Tax and Estate Planning

GOP tax battle looms over wealthy Americans

Debate rages over whether or not to repeal the estate tax and AMT, plus whether cuts should be temporary or permanent

Your Business

Storms Seen Cutting U.S. Hiring in Half Before Jobs Rebound

U.S. employers probably added 80,000 workers last month, economists estimate.

Tax and Estate Planning

Trump tax plan draws concerns of GOP budget hawks

Sen. Bob Corker, R-Tenn., said the White House is showing 'softness' when discussing how the tax cuts will be paid for, such as by repealing the state and local tax deduction.


Stay up on Medicare enrollment with annual reviews

Navigate yearly changes that could affect your coverage and costs.

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