Medicare rules differ for small business owners and employees

They must enroll when they turn 65 or face lifelong penalties.

Which sectors fared the best during 8-year bull market?

As in all bull markets, some investments did better than others.

Mary Beth Franklin: Why that Social Security check might be less than you expected

One financial adviser was baffled when her client received a Social Security check that was $1,000 less than what they expected. InvestmentNews contributing editor Mary Beth Franklin discusses why they failed to account for two things.

Your Portfolio

Why Warren Buffett thinks America's best days still lie ahead

These passages from the billionaire's shareholder letters may make you feel a little better, or a little more cynical, depending on your frame of mind.


Gray divorce presents Social Security challenges

Length of marriage, years since divorce and age of ex-spouses affect claiming options.

Your Lifestyle

How to get two vacations for the price of one

Here are the stopover programs worth trying and the ones to skip — plus a few extra hacks to help you save.


Don't count on the Trump Bump for your retirement

Stocks aren't priced to deliver big long-term returns, but they might stay high for a while


Strict timeline governs health savings accounts and Medicare

Beware of a six-month look-back period and tax penalties.

Tax and Estate Planning

Wealthy parents could get most help from Trump child-care plan

Those making between $50,000 and $200,000 see the biggest tax cut as a share of after-tax income.

Tax and Estate Planning

IRS turns up heat on wealthy taxpayers

A shrinking agency is targeting those it deems most likely to dodge their taxes.

Tax and Estate Planning

This robot wants to change how you do your taxes

H&R Block is enlisting IBM's supercomputer Watson to ease your tax pain.


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.


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.

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