ChatGPT can help with retirement planning -- if you ask the right questions. Learn which prompts unlock real financial insights and avoid costly mistakes.

While Gen Zers may strive for financial wellness, they may need to adopt some money habits begrudgingly -- those that others ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

By choosing to spend money in ways that buy back time—whether through convenience, experience, or connection—retirees can ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your ...

About 47% of Gen Z and 42% of millennials are on track for retirement. As for the boomers and Gen X, the percentage that are ...

The years you spend saving and investing for retirement are called the "accumulation" years. Once you retire, you enter the ...

First” rule says that you must have sufficient income to cover your must-pay living expenses before you do any discretionary spending. Find out if it’s right for you.

With a traditional retirement plan, you'll not only pay taxes on gains eventually, but you'll also be forced to take required ...

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

The best retirement account for a solopreneur will depend primarily on your income level and desired contribution amount.

I am 64 and hope to retire next year. I have $140,000 in savings and about $260,000 in my retirement fund. I take in about $2 ...