Gen Z started building wealth at 19—13 years before boomers did. Most still say they can’t get ahead
Gen Z followed the yellow brick road. But playing by the rules hasn’t gotten them where they hoped. The youngest...
retirement
Owning a home, raising a family, and retiring comfortably now carries a lifetime price tag of about $5.3 million—and Americans’...
The first question is not how to invest the lump sums. It is whether early retirement remains financially sound after...
South Africans are living longer than ever, thanks to advances in healthcare, greater health awareness and healthier lifestyles. While this...
One thing I’ve found particularly interesting about Jim Cramer’s conversations with everyday investors is that the question isn’t always just...
A lifetime health care estimate can sound like a bill due the day you retire. Jae Oh, CFP, author of...
Millions of older workers counted on pre-tax 401(k) catch-up contributions to shave thousands off their annual tax bills during their...
In a new type of philanthropy, billionaire SpaceX president Gwynne Shotwell has pledged to give more than 2 million American...
Retirement planning has traditionally focused on the value of a client’s retirement savings at the point of retirement. Today, advisors...
October 2026 began with three year-end deadlines still open, each with its own timeline and consequences for delaying. The remaining...
A financial plan that pays off the house, builds a savings cushion, and has Social Security cover the bills after...
Amazon founder Jeff Bezos has opened a new tuition-free preschool in Glendale, Ariz.—and this one shares a campus with a...
South Africa’s retirement industry has never stood still. Over the past several decades, the system has moved through profound changes...
In 2026, the people most likely to be living paycheck to paycheck are those earning less than $50,000 or more...
Decades of Medicare payroll deductions create an expectation of full coverage in retirement. That assumption could prove more expensive than...
Bill Perkins, the hedge fund multimillionaire and best-selling author of Die with Zero: Getting All You Can from Your Money...
More than half of all stokvel savers turned to gambling at least once in the past year due to financial...
For much of the past few decades, the retirement debate has been framed as a choice between two broad models:...
Meet a 71-year-old who retired as a radiologist and professor, and now runs a banana-skewer business
At 71, Richard Brown feels as if he’s a college student all over again. A nuclear medicine physician turned professor,...
In March, shortly after the Supreme Court struck down President Donald Trump’s International Emergency Economic Powers Act (IEEPA) tariffs and...
Can I open a new retirement annuity after retiring and still receive tax benefits? (Part III) A third advisor answers...
Jamie Dimon has been warning since March “the American Dream is alive, but it’s slipping out of reach for too...