Surprising Social Security rules on divorce

Nuances of the 10-years-of-marriage rule and protections from vengeful spouses.

9 bear markets and the events that caused them

Usually fright comes from exogenous events such as war, oil shortages or unexpected financial collapse.

How to maximize the effectiveness of your charitable giving

Donor-advised funds let you take the tax deduction for charitable donations now, while postponing when you give the money away. Pamela Norley, president of Fidelity Charitable, and Elda Di Re, partner at Ernst & Young, discuss the strategy.

Tax and Estate Planning

Baby boomers dominate housing market, leaving millennials out in the cold

A simmering conflict is brewing between the two biggest generations in U.S. history.

Retirement

The best and worst states for growing old

Plus, find out how the median monthly cost of an assisted-living facility compares from state to state.

Your Business

Credit cardholders required to spend a lot more to get rewards

One new card requires cardholders to spend $7,500 in the first three months.

Your Portfolio, Tax and Estate Planning

Your financial adviser may be charging you too much

Looking solely at the median cost of hiring an adviser can be deceiving.

Your Lifestyle

What real financial advisers think of 'Ozark'

Netflix miniseries just the latest example of Hollywood dwelling on the worst stereotypes of the financial services industry.

Your Portfolio

Dow Jones Industrial Average hits 22,000: Should you care?

Make sure you prepare for the inevitable downturn.

Retirement

A refresher course on Social Security claiming rules

New "deeming" rules can trip up claiming strategies.

Retirement

U.S. plummets on global ranking for retirement security

Norway, Switzerland and Iceland hold on to the top three slots.

Retirement

Most women flunk retirement income literacy quiz

Only 18% of retirement age women can pass a basic quiz about how to make a nest egg last in retirement.

Retirement

Government to wind down Obama-era retirement savings program

The myRA program was available to workers with no employer-sponsored retirement plan, such as a 401(k), and with little money to invest.

Retirement

Social Security Underfunding Threatens Americans' Retirement

With Social Security running out of money, one of the pillars of retirement is in jeopardy.

Retirement

Employers Reducing Contributions to Retirement Benefits: Study

Employers cut their contributions to workers' retirements by 25% from 2001 to 2015, according to a new report from Willis Towers Watson.

Your Portfolio, Your Lifestyle

One Inheritance You May — Or May Not — Want To Receive

Study shows that we inherit our money habits from our parents, which can be a good or a bad thing.

Retirement

How Social Security treats the survivors of young workers

Eligibility rules are more lenient for the survivors of young workers because of their brief careers.

Tax and Estate Planning, Your Lifestyle

Men vs. women: Who gets the most out of marriage?

Research finds a woman and a man can have significantly different views of the same marriage.

More news »

Most Popular

Affluence Influencers