Social Security budget cuts lead to declining customer service

Telephone, in-person wait times soar as the demand for retirement benefits rises.

Best fixed-income funds and ETFS of a bad year

In what has been a disappointing year overall for bonds, these are the best-performing fixed-income funds and exchange-traded funds.

Daniel Crosby: Behavioral Finance 101

What do monkeys in tuxedos and Alice in Wonderland have to do with Behavioral Finance? The answer: everything. Behavioral Finance Expert Daniel Crosby wants you to be “On Your Best Behavior.”

Your Portfolio

GMO's Grantham: No bubble yet, but keep your eyes open

Veteran investor who predicted both the dot-com and housing bubbles is warning about a possible "melt-up" in stocks.

Tax and Estate Planning

Don't know if you qualify for 20% pass-through deduction? You're not alone

Trying to figure out who qualifies for the deduction — and who doesn't — is proving to be a monumental challenge.

Your Portfolio

Trump tariffs must not be ignored — here's why

If the president's move sparks a trade war, you'll be glad you paid attention.

Tax and Estate Planning

How to get the pass-through deduction by reducing taxable income

Professionals who work for services firms are only eligible for the full 20% deduction if their income is less than $157,000 for singles and $315,000 for married couples

Your Business

Landlords woo office tenants with worker perks, including pig petting and naps

30 Rock offerings also include a vast lounge and beauty treatments.


Future retirees more vulnerable to income shocks

Increased use of annuities and reverse mortgages could improve outcomes.

Your Portfolio

Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

Your Portfolio

The sunny side of rising rates

Returns on money funds and CDs could outpace inflation this year

Your Lifestyle

Americans don't just want SUVs. They need them

As more people participate in activities like paddleboarding and rock-climbing, bigger rigs come in handy to haul all that gear

Your Business

Why offices are starting to look like forests

Companies used to roll out kegs and pingpong tables; now it's Mother Nature.


Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later


Tough tax season for victims of Social Security hack

Crooks stole their benefits, but the victims received 1099s for reportable income.

Tax and Estate Planning

New tax law likely to make divorce negotiations more acrimonious

Elimination of the tax break divorcees get for paying alimony gives them less incentive to be generous to their former spouse.

Your Portfolio

Infrastructure funds aren't feeling the love yet

Stocks have lagged amid skepticism about the Trump administration's plan.

Your Portfolio

Jim Rogers expects next bear market to be the worst he's seen

Veteran investor cites the level of debt that has accumulated since the financial crisis, especially in the U.S.

Alternative funds suddenly look a whole lot better

The market sell-off highlights the virtues of hedging.

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