Why many employees may never be able to retire

Millions aren't saving on the job because they either don't have access to a workplace retirement plan or they do but aren't putting money in it.

Mary Beth Franklin: The Social Security claiming strategy Congress didn't touch

If you are a surviving spouse and also entitled to Social Security benefits based on your own work record, you can still claim one benefit first and switch to the other later. InvestmentNews' Mary Beth Franklin discusses the strategy.


Using IRAs to reduce Medicare premiums

Directing a portion of required minimum distributions directly to a charity can reduce both taxes and Medicare premiums.

Tax and Estate Planning

Many plan to use this year's tax refund to pay down debt

The percentage of consumers planning to put some of their refund toward paying down debt rose to 35.5%, from 34.9% last year, according to a new survey.


Lifestyle changes can add up to big savings for retirement

Regular and well-informed course corrections can help you become more comfortable financially and enjoy retirement even more.

Tax and Estate Planning

Americans renouncing citizenship at record levels

Among the names on the 2016 list of those bidding adieu was the U.K.'s foreign secretary, Boris Johnson.

Tax and Estate Planning, Your Lifestyle

Many millennials see debt as a dating deal breaker

Thirty-nine percent of millennials would rather disclose a preexisting sexually transmitted disease to a potential partner than reveal their debt.


Two ways to boost Social Security benefits

Working longer and postponing benefits can increase future payments.


Is your 401(k) balance above or below average?

As life expectancy increases and the inflation rate on health-care spending regularly rises, you need to stay ahead of the game.

Your Business

20 companies offering the best and most unusual benefits

Today's office perks go above and beyond the typical handful of paid days off.

Your Business

Companies expand benefits to help workers deal with sickness and death

Family medical and bereavement leave is the next frontier, and one company's foray into it could prompt others to follow.


3 ways to protect your 401(k) if Trump nixes the fiduciary rule

By asking these questions, investors can avoid financial advisers who don't put their interests first.


Trump is acting on everything except your retirement

Social Security simply doesn't provide enough income for people without defined benefit pensions and 401(k)s who can't afford to save, or to save more.

Tax and Estate Planning, Your Lifestyle

Getting married in America is more expensive than ever

Couples spend an average of $78,464 to get married in the most expensive wedding location — and the honeymoon isn't included.

Your Lifestyle

Is all the money you spend on exercise really worth it?

More and more people are paying hundreds of dollars a month, or thousands a year, for personal workouts, special classes and ever more luxurious gyms.

Tax and Estate Planning

Student loan borrowers may have accrued billions of dollars in avoidable interest charges

Government lawsuits accuse one of the nation's largest student loan servicers of taking shortcuts to minimize its costs.

Retirement, Tax and Estate Planning

Your divorce may trigger hidden 401(k) fees

Getting a record keeper to fill out a legal document needed to divide a retirement account could cost more than $1,200.

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